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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 | $35,875 | $95,415-62.4% | $185,851-80.7% | $85,851-58.2% |
| Participation rate | 19.4% | 68.8%-49.3pp | 81.7%-62.3pp | 69.3%-49.9pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.11%-122.1pp | 318.63%-318.6pp |
| Employer contribution / active EE | $690 | $3,314-79.2% | $5,168-86.6% | $2,565-73.1% |
| Participant deferral / active EE | $1,282 | $3,424-62.6% | $5,569-77.0% | $3,952-67.6% |
| Admin fee / account holder | $18 | $7,215-99.8% | $16,245-99.9% | $6,261-99.7% |