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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 | $19,175 | $115,917-83.5% | $100,535-80.9% | $158,982-87.9% |
| Participation rate | 42.9% | 81.6%-38.7pp | 79.4%-36.6pp | 82.0%-39.1pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,201 | $4,105-46.4% | $3,419-35.6% | $4,763-53.8% |
| Participant deferral / active EE | $4,936 | $6,677-26.1% | $6,271-21.3% | $5,983-17.5% |
| Admin fee / account holder | $26 | $11,002-99.8% | $8,085-99.7% | $11,252-99.8% |