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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 | $63,773 | $87,546-27.2% | $75,784-15.8% | $125,389-49.1% |
| Participation rate | 33.3% | 80.2%-46.8pp | 75.8%-42.5pp | 83.2%-49.9pp |
| Annual return | -0.23% | 13.49%-13.7pp | 9.68%-9.9pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,300 | $3,930-66.9% | $3,323-60.9% | $4,866-73.3% |
| Participant deferral / active EE | $1,600 | $4,230-62.2% | $3,652-56.2% | $5,352-70.1% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |