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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 | $42,494 | $51,638-17.7% | $68,368-37.8% | $82,448-48.5% |
| Participation rate | 19.4% | 63.6%-44.3pp | 73.8%-54.4pp | 68.1%-48.7pp |
| Annual return | 21.44% | 37.53%-16.1pp | 292.57%-271.1pp | 41.64%-20.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $691 | $2,914-76.3% | $4,123-83.2% | $4,139-83.3% |
| Admin fee / account holder | $261 | $4,643-94.4% | $5,150-94.9% | $7,234-96.4% |