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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 | $19,330 | $81,233-76.2% | $155,567-87.6% | $80,874-76.1% |
| Participation rate | 20.0% | 66.2%-46.2pp | 78.2%-58.2pp | 67.6%-47.6pp |
| Annual return | 19.77% | 33.33%-13.6pp | 64.74%-45.0pp | 35.62%-15.8pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,328 | $3,452-32.6% | $5,628-58.6% | $4,297-45.8% |
| Admin fee / account holder | $168 | $7,998-97.9% | $15,916-98.9% | $6,935-97.6% |