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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 | $22,699 | $83,826-72.9% | - | $147,585-84.6% |
| Participation rate | 33.3% | 69.4%-36.0pp | - | 82.8%-49.5pp |
| Annual return | 0.00% | 26.57%-26.6pp | - | 578.57%-578.6pp |
| Employer contribution / active EE | $0 | $3,042-100.0% | - | $4,876-100.0% |
| Participant deferral / active EE | $4,390 | $3,987+10.1% | - | $5,439-19.3% |
| Admin fee / account holder | $0 | $6,071-100.0% | - | $10,885-100.0% |