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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 | $38,108 | $60,119-36.6% | $90,430-57.9% | $79,858-52.3% |
| Participation rate | 60.0% | 65.0%-5.0pp | 72.7%-12.7pp | 69.6%-9.6pp |
| Annual return | 14.59% | 71.94%-57.3pp | 1293.73%-1279.1pp | 31.72%-17.1pp |
| Employer contribution / active EE | $677 | $2,068-67.2% | $3,262-79.2% | $2,471-72.6% |
| Participant deferral / active EE | $2,479 | $2,938-15.6% | $3,963-37.4% | $3,740-33.7% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,613-100.0% | $5,306-100.0% |