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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 | $17,935 | $110,337-83.7% | $102,383-82.5% | $145,877-87.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.63% | 24.83%-13.2pp | 24.94%-13.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,735 | $5,621-15.8% | $5,060-6.4% | $6,691-29.2% |
| Admin fee / account holder | $10 | $9,750-99.9% | $8,391-99.9% | $13,402-99.9% |