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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 | $20,068 | $61,125-67.2% | $94,057-78.7% | $87,485-77.1% |
| Participation rate | 65.1% | 64.1%+1.0pp | 73.3%-8.3pp | 68.9%-3.9pp |
| Annual return | 12.82% | 35.20%-22.4pp | 480.62%-467.8pp | 26.06%-13.2pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,482 | $3,260-54.5% | $4,709-68.5% | $4,274-65.3% |
| Admin fee / account holder | $231 | $5,629-95.9% | $7,244-96.8% | $7,775-97.0% |