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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 | $66,986 | $167,353-60.0% | $143,797-53.4% | $134,545-50.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -11.66% | 0.48%-12.1pp | -0.04%-11.6pp | 418.37%-430.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,418 | $6,447-31.5% | $5,638-21.6% | $6,401-31.0% |
| Admin fee / account holder | $208 | $18,096-98.9% | $14,679-98.6% | $11,431-98.2% |