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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 | $25,484 | $48,078-47.0% | $78,676-67.6% | $62,881-59.5% |
| Participation rate | 2.6% | 65.2%-62.6pp | 73.6%-71.0pp | 69.3%-66.7pp |
| Annual return | 0.00% | 31.36%-31.4pp | 62.19%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,558 | $2,015-22.7% | $2,850-45.3% | $2,281-31.7% |
| Participant deferral / active EE | $3,345 | $2,587+29.3% | $3,517-4.9% | $3,203+4.4% |
| Admin fee / account holder | $177 | $3,206-94.5% | $4,510-96.1% | $4,296-95.9% |