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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 | $42,942 | $94,439-54.5% | $73,658-41.7% | $154,746-72.2% |
| Participation rate | 25.0% | 64.7%-39.7pp | 57.0%-32.0pp | 80.7%-55.7pp |
| Annual return | 18.41% | 28.25%-9.8pp | 29.72%-11.3pp | 172.34%-153.9pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,875 | $2,527-25.8% | $2,062-9.1% | $6,730-72.1% |
| Admin fee / account holder | $160 | $3,843-95.8% | $3,357-95.2% | $14,365-98.9% |