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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 | $34,940 | $75,962-54.0% | $154,108-77.3% | $64,173-45.6% |
| Participation rate | 36.7% | 70.4%-33.7pp | 83.0%-46.3pp | 69.6%-32.8pp |
| Annual return | -7.59% | 30.32%-37.9pp | 735.21%-742.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,911 | $3,175-39.8% | $5,081-62.4% | $3,470-44.9% |
| Admin fee / account holder | $29 | $5,589-99.5% | $13,411-99.8% | $4,887-99.4% |