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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 | $12,456 | $48,267-74.2% | $68,808-81.9% | $68,486-81.8% |
| Participation rate | 67.9% | 60.7%+7.2pp | 69.0%-1.2pp | 67.9%0pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,804 | $1,829-1.4% | $2,656-32.1% | $2,597-30.5% |
| Participant deferral / active EE | $3,700 | $2,867+29.1% | $3,942-6.1% | $4,028-8.1% |
| Admin fee / account holder | $24 | $4,362-99.5% | $4,936-99.5% | $5,404-99.6% |