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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 | $80,865 | $42,383+90.8% | $76,518+5.7% | $64,173+26.0% |
| Participation rate | 36.6% | 58.1%-21.6pp | 68.0%-31.4pp | 69.6%-33.0pp |
| Annual return | -2.80% | -16.54%+13.7pp | -0.27%-2.5pp | 7.63%-10.4pp |
| Employer contribution / active EE | $571 | $1,563-63.5% | $2,647-78.4% | $2,381-76.0% |
| Participant deferral / active EE | $2,233 | $2,566-13.0% | $3,836-41.8% | $3,470-35.6% |
| Admin fee / account holder | $71 | $3,198-97.8% | $4,849-98.5% | $4,887-98.6% |