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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 | $26,182 | $49,177-46.8% | $79,466-67.1% | $64,173-59.2% |
| Participation rate | 61.9% | 65.0%-3.1pp | 73.3%-11.4pp | 69.6%-7.7pp |
| Annual return | -7.42% | -1.16%-6.3pp | 718.28%-725.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $622 | $2,076-70.1% | $2,800-77.8% | $2,381-73.9% |
| Participant deferral / active EE | $3,761 | $2,821+33.3% | $3,704+1.6% | $3,470+8.4% |
| Admin fee / account holder | $95 | $3,839-97.5% | $5,104-98.1% | $4,887-98.1% |