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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 | $29,336 | $158,852-81.5% | $121,220-75.8% | $135,379-78.3% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.8%-21.8pp | 82.6%-32.6pp |
| Annual return | -8.23% | -0.64%-7.6pp | 16.94%-25.2pp | 519.79%-528.0pp |
| Employer contribution / active EE | $867 | $5,666-84.7% | $4,023-78.5% | $4,779-81.9% |
| Participant deferral / active EE | $867 | $4,006-78.4% | $3,345-74.1% | $5,609-84.5% |
| Admin fee / account holder | $12 | $6,515-99.8% | $5,021-99.8% | $10,828-99.9% |