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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 | $21,107 | $37,156-43.2% | $83,854-74.8% | $86,983-75.7% |
| Participation rate | 0.0% | 49.1%-49.1pp | 59.1%-59.1pp | 69.5%-69.5pp |
| Annual return | 17.98% | 29.88%-11.9pp | 31.39%-13.4pp | 25.83%-7.9pp |
| Employer contribution / active EE | $1,460 | $661+121.0% | $1,017+43.6% | $2,584-43.5% |
| Participant deferral / active EE | $2,085 | $1,418+47.1% | $2,035+2.5% | $4,194-50.3% |
| Admin fee / account holder | $114 | $2,510-95.5% | $3,197-96.4% | $7,856-98.6% |