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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 | $20,364 | $164,139-87.6% | $155,567-86.9% | - |
| Participation rate | 31.3% | 62.7%-31.4pp | 78.2%-46.9pp | - |
| Annual return | 13.68% | 19.45%-5.8pp | 64.74%-51.1pp | - |
| Employer contribution / active EE | $1,847 | $2,490-25.8% | $4,674-60.5% | - |
| Participant deferral / active EE | $0 | $2,914-100.0% | $5,628-100.0% | - |
| Admin fee / account holder | $0 | $96,217-100.0% | $15,916-100.0% | - |