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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 | $16,638 | $43,344-61.6% | $59,899-72.2% | $64,173-74.1% |
| Participation rate | 68.0% | 69.2%-1.2pp | 74.7%-6.7pp | 69.6%-1.6pp |
| Annual return | 0.00% | -1.55%+1.6pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,981 | $2,030-2.4% | $2,723-27.2% | $2,381-16.8% |
| Participant deferral / active EE | $5,283 | $2,547+107.4% | $3,402+55.3% | $3,470+52.3% |
| Admin fee / account holder | $51 | $3,008-98.3% | $3,592-98.6% | $4,887-99.0% |