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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 | $52,206 | $127,387-59.0% | $115,038-54.6% | $125,389-58.4% |
| Participation rate | 54.5% | 84.2%-29.6pp | 81.4%-26.8pp | 83.2%-28.6pp |
| Annual return | -0.42% | 31.28%-31.7pp | 26.14%-26.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,058 | $6,423-21.2% | $6,026-16.1% | $5,352-5.5% |
| Admin fee / account holder | $29 | $9,516-99.7% | $8,175-99.6% | $9,541-99.7% |