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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 | $21,861 | $107,809-79.7% | $90,657-75.9% | $135,379-83.9% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -2.97% | -0.90%-2.1pp | 1.89%-4.9pp | 519.79%-522.8pp |
| Employer contribution / active EE | $783 | $3,018-74.1% | $2,532-69.1% | $4,779-83.6% |
| Participant deferral / active EE | $2,107 | $3,872-45.6% | $3,424-38.5% | $5,609-62.4% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |