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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 | $95,936 | $69,518+38.0% | $59,887+60.2% | $135,379-29.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -5.60% | 7.95%-13.5pp | 3.46%-9.1pp | 519.79%-525.4pp |
| Employer contribution / active EE | $1,311 | $3,235-59.5% | $2,722-51.8% | $4,779-72.6% |
| Participant deferral / active EE | $6,370 | $4,204+51.5% | $3,402+87.2% | $5,609+13.6% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |