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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 | $84,856 | $131,835-35.6% | $108,582-21.9% | $273,972-69.0% |
| Participation rate | 12.5% | 83.5%-71.0pp | 79.6%-67.1pp | 83.0%-70.5pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $125 | $10,253-98.8% | $7,645-98.4% | $10,133-98.8% |