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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 | $115,002 | $73,839+55.7% | $143,788-20.0% | $68,495+67.9% |
| Participation rate | 31.7% | 66.7%-35.0pp | 80.3%-48.6pp | 67.9%-36.2pp |
| Annual return | -3.60% | 1.01%-4.6pp | -0.03%-3.6pp | -7.84%+4.2pp |
| Employer contribution / active EE | $411 | $3,184-87.1% | $4,952-91.7% | $2,596-84.2% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $39 | $5,755-99.3% | $14,675-99.7% | $5,403-99.3% |