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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 | $107,925 | $71,873+50.2% | $86,698+24.5% | $68,490+57.6% |
| Participation rate | 41.3% | 72.2%-31.0pp | 76.6%-35.3pp | 67.9%-26.6pp |
| Annual return | -9.60% | 3.54%-13.1pp | 35.96%-45.6pp | -7.85%-1.7pp |
| Employer contribution / active EE | $718 | $2,173-66.9% | $2,837-74.7% | $2,597-72.3% |
| Participant deferral / active EE | $1,774 | $3,779-53.1% | $4,656-61.9% | $4,028-56.0% |
| Admin fee / account holder | $252 | $6,110-95.9% | $7,492-96.6% | $5,403-95.3% |