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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,678 | $76,407-90.0% | $150,298-94.9% | $82,448-90.7% |
| Participation rate | 46.4% | 66.4%-20.0pp | 77.8%-31.3pp | 68.1%-21.6pp |
| Annual return | 0.00% | 39.99%-40.0pp | 62.79%-62.8pp | 41.64%-41.6pp |
| Employer contribution / active EE | $1,847 | $2,614-29.4% | $4,154-55.5% | $2,551-27.6% |
| Participant deferral / active EE | $1,655 | $3,214-48.5% | $5,453-69.6% | $4,139-60.0% |
| Admin fee / account holder | $243 | $6,352-96.2% | $14,116-98.3% | $7,234-96.6% |