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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 | $75,749 | $40,275+88.1% | $57,356+32.1% | $59,633+27.0% |
| Participation rate | 17.1% | 69.1%-52.1pp | 75.1%-58.0pp | 68.7%-51.6pp |
| Annual return | -1.08% | 27.52%-28.6pp | 24.41%-25.5pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $723 | $2,400-69.9% | $3,162-77.1% | $3,192-77.4% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |