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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 | $10,719 | $103,164-89.6% | $90,259-88.1% | $154,746-93.1% |
| Participation rate | 50.0% | 76.1%-26.1pp | 70.7%-20.7pp | 80.7%-30.7pp |
| Annual return | 23.37% | 19.25%+4.1pp | 18.88%+4.5pp | 172.34%-149.0pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,299 | $4,422-70.6% | $3,827-66.1% | $6,730-80.7% |
| Admin fee / account holder | $222 | $8,593-97.4% | $7,267-96.9% | $14,365-98.5% |