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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 | $113,706 | $69,541+63.5% | $59,899+89.8% | $135,380-16.0% |
| Participation rate | 61.5% | 77.8%-16.3pp | 74.7%-13.2pp | 82.6%-21.1pp |
| Annual return | 0.00% | 7.95%-7.9pp | 3.46%-3.5pp | 519.81%-519.8pp |
| Employer contribution / active EE | $857 | $3,236-73.5% | $2,723-68.5% | $4,779-82.1% |
| Participant deferral / active EE | $3,162 | $4,206-24.8% | $3,402-7.1% | $5,609-43.6% |
| Admin fee / account holder | $93 | $5,737-98.4% | $3,592-97.4% | $10,828-99.1% |