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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 | $18,764 | $42,917-56.3% | $60,899-69.2% | $68,495-72.6% |
| Participation rate | 51.3% | 66.8%-15.5pp | 73.1%-21.8pp | 67.9%-16.6pp |
| Annual return | -12.99% | -13.99%+1.0pp | 16.92%-29.9pp | -7.84%-5.1pp |
| Employer contribution / active EE | $691 | $1,979-65.1% | $2,702-74.4% | $2,596-73.4% |
| Participant deferral / active EE | $958 | $2,867-66.6% | $3,817-74.9% | $4,028-76.2% |
| Admin fee / account holder | $252 | $3,102-91.9% | $3,225-92.2% | $5,403-95.3% |