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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 | $22,741 | $92,219-75.3% | $76,767-70.4% | $135,380-83.2% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $580 | $3,216-82.0% | $2,485-76.7% | $4,779-87.9% |
| Participant deferral / active EE | $1,583 | $4,508-64.9% | $3,852-58.9% | $5,609-71.8% |
| Admin fee / account holder | $18 | $10,749-99.8% | $6,675-99.7% | $10,828-99.8% |