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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 | $131,852 | $64,252+105.2% | - | $139,456-5.5% |
| Participation rate | 40.0% | 66.3%-26.3pp | - | 80.3%-40.3pp |
| Annual return | 0.00% | 4.96%-5.0pp | - | 373.45%-373.4pp |
| Employer contribution / active EE | $370 | $6,851-94.6% | - | $4,753-92.2% |
| Participant deferral / active EE | $1,138 | $2,945-61.4% | - | $6,711-83.0% |
| Admin fee / account holder | $234 | $3,908-94.0% | - | $11,407-98.0% |