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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 | $27,927 | $48,364-42.3% | $71,796-61.1% | $62,881-55.6% |
| Participation rate | 34.5% | 60.6%-26.1pp | 69.1%-34.6pp | 69.3%-34.8pp |
| Annual return | 5.82% | 13.16%-7.3pp | 78.04%-72.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,844 | $2,091-11.8% | $2,794-34.0% | $3,203-42.4% |
| Admin fee / account holder | $9 | $3,771-99.8% | $4,815-99.8% | $4,296-99.8% |