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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 | $23,194 | $167,353-86.1% | $143,797-83.9% | $134,545-82.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -18.36% | 0.48%-18.8pp | -0.04%-18.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $2,015 | $5,620-64.1% | $4,952-59.3% | $4,742-57.5% |
| Participant deferral / active EE | $2,857 | $6,447-55.7% | $5,638-49.3% | $6,401-55.4% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |