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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 | $71,074 | $30,732+131.3% | $59,496+19.5% | $59,633+19.2% |
| Participation rate | 7.1% | 43.2%-36.1pp | 54.6%-47.4pp | 68.7%-61.5pp |
| Annual return | 0.51% | 4.47%-4.0pp | 182.05%-181.5pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $180 | $631-71.4% | $1,153-84.4% | $2,203-91.8% |
| Participant deferral / active EE | $857 | $1,183-27.5% | $1,829-53.1% | $3,192-73.1% |
| Admin fee / account holder | $0 | $2,136-100.0% | $2,232-100.0% | $4,297-100.0% |