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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 | $45,430 | $67,372-32.6% | $60,906-25.4% | $134,532-66.2% |
| Participation rate | 39.1% | 76.2%-37.0pp | 73.1%-34.0pp | 81.2%-42.1pp |
| Annual return | -17.48% | 50.05%-67.5pp | 16.94%-34.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $935 | $3,099-69.8% | $2,703-65.4% | $4,741-80.3% |
| Participant deferral / active EE | $3,971 | $4,532-12.4% | $3,814+4.1% | $6,401-38.0% |
| Admin fee / account holder | $42 | $4,588-99.1% | $3,227-98.7% | $11,429-99.6% |