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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 | $73,948 | $59,813+23.6% | $79,580-7.1% | $68,486+8.0% |
| Participation rate | 18.2% | 61.1%-42.9pp | 69.5%-51.3pp | 67.9%-49.7pp |
| Annual return | -16.19% | -12.30%-3.9pp | 0.15%-16.3pp | -7.85%-8.3pp |
| Employer contribution / active EE | $530 | $1,505-64.8% | $2,413-78.1% | $2,597-79.6% |
| Participant deferral / active EE | $1,762 | $3,024-41.7% | $3,985-55.8% | $4,028-56.2% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,835-100.0% | $5,404-100.0% |