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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 | $18,262 | $115,903-84.2% | $100,528-81.8% | $158,966-88.5% |
| Participation rate | 22.2% | 81.6%-59.4pp | 79.4%-57.2pp | 82.0%-59.7pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $747 | $4,105-81.8% | $3,419-78.1% | $4,762-84.3% |
| Participant deferral / active EE | $2,799 | $6,677-58.1% | $6,271-55.4% | $5,983-53.2% |
| Admin fee / account holder | $31 | $11,000-99.7% | $8,084-99.6% | $11,250-99.7% |