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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 | $23,236 | $47,944-51.5% | $67,834-65.7% | $62,881-63.0% |
| Participation rate | 34.0% | 61.1%-27.1pp | 68.8%-34.8pp | 69.3%-35.3pp |
| Annual return | 10.08% | 11.77%-1.7pp | 138.47%-128.4pp | 20.14%-10.1pp |
| Employer contribution / active EE | $554 | $1,562-64.6% | $2,403-77.0% | $2,281-75.7% |
| Participant deferral / active EE | $992 | $2,247-55.8% | $3,160-68.6% | $3,203-69.0% |
| Admin fee / account holder | $0 | $3,712-100.0% | $4,622-100.0% | $4,296-100.0% |