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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 | $45,900-5.7% | $94,057-54.0% | $64,340-32.8% |
| Participation rate | 45.5% | 50.6%-5.0pp | 73.3%-27.8pp | 55.2%-9.7pp |
| Annual return | 19.71% | 50.47%-30.8pp | 480.62%-460.9pp | 24.14%-4.4pp |
| Employer contribution / active EE | $1,253 | $1,612-22.3% | $2,933-57.3% | $1,862-32.7% |
| Participant deferral / active EE | $2,083 | $2,102-0.9% | $4,709-55.8% | $2,980-30.1% |
| Admin fee / account holder | $0 | $3,143-100.0% | $7,244-100.0% | $3,703-100.0% |