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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 | $55,121 | $117,444-53.1% | $99,479-44.6% | $152,909-64.0% |
| Participation rate | 0.0% | 77.5%-77.5pp | 73.8%-73.8pp | 82.5%-82.5pp |
| Annual return | 15.16% | 31.87%-16.7pp | 30.72%-15.6pp | 345.46%-330.3pp |
| Employer contribution / active EE | $1,840 | $3,014-38.9% | $2,540-27.6% | $4,764-61.4% |
| Participant deferral / active EE | $2,112 | $4,086-48.3% | $3,619-41.6% | $5,851-63.9% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |