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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 | $22,274 | $45,050-50.6% | $63,018-64.7% | $70,126-68.2% |
| Participation rate | 29.4% | 69.5%-40.1pp | 74.8%-45.4pp | 69.5%-40.1pp |
| Annual return | 16.86% | 18.76%-1.9pp | 87.62%-70.8pp | 73.15%-56.3pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,669 | $2,466-32.3% | $3,330-49.9% | $3,332-49.9% |
| Admin fee / account holder | $198 | $2,834-93.0% | $3,601-94.5% | $4,645-95.7% |