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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 | $15,471 | $96,956-84.0% | $69,779-77.8% | $273,972-94.4% |
| Participation rate | 41.7% | 77.1%-35.4pp | 71.8%-30.2pp | 83.0%-41.3pp |
| Annual return | 0.00% | 12.93%-12.9pp | 12.99%-13.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,333 | $3,316-59.8% | $2,338-43.0% | $4,869-72.6% |
| Participant deferral / active EE | $5,002 | $3,744+33.6% | $2,931+70.7% | $5,287-5.4% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |