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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 | $20,042 | $93,098-78.5% | $77,081-74.0% | $134,509-85.1% |
| Participation rate | 37.5% | 74.5%-37.0pp | 67.9%-30.4pp | 81.2%-43.7pp |
| Annual return | -0.10% | 62.63%-62.7pp | 42.33%-42.4pp | 418.13%-418.2pp |
| Employer contribution / active EE | $666 | $3,419-80.5% | $2,813-76.3% | $4,741-86.0% |
| Participant deferral / active EE | $1,196 | $5,239-77.2% | $4,428-73.0% | $6,400-81.3% |
| Admin fee / account holder | $266 | $6,945-96.2% | $5,427-95.1% | $11,427-97.7% |