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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 | $43,268 | $47,105-8.1% | $68,368-36.7% | $67,986-36.4% |
| Participation rate | 45.5% | 51.8%-6.3pp | 73.8%-28.2pp | 57.2%-11.7pp |
| Annual return | 19.71% | 48.37%-28.7pp | 292.57%-272.9pp | 31.67%-12.0pp |
| Employer contribution / active EE | $1,253 | $1,859-32.6% | $2,649-52.7% | $2,019-37.9% |
| Participant deferral / active EE | $2,083 | $2,374-12.3% | $4,123-49.5% | $3,358-38.0% |
| Admin fee / account holder | $0 | $2,435-100.0% | $5,150-100.0% | $3,203-100.0% |