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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 | $29,699 | $67,396-55.9% | $60,919-51.2% | $134,545-77.9% |
| Participation rate | 52.9% | 76.2%-23.3pp | 73.1%-20.2pp | 81.2%-28.3pp |
| Annual return | -18.36% | 50.12%-68.5pp | 16.96%-35.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $1,007 | $3,101-67.5% | $2,704-62.8% | $4,742-78.8% |
| Participant deferral / active EE | $4,425 | $4,534-2.4% | $3,814+16.0% | $6,401-30.9% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |