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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 | $87,465 | $99,053-11.7% | $88,179-0.8% | $138,895-37.0% |
| Participation rate | 8.3% | 74.2%-65.9pp | 69.1%-60.8pp | 79.9%-71.6pp |
| Annual return | 19.10% | 78.17%-59.1pp | 64.97%-45.9pp | 145.39%-126.3pp |
| Employer contribution / active EE | $507 | $2,882-82.4% | $2,549-80.1% | $4,194-87.9% |
| Participant deferral / active EE | $1,266 | $5,225-75.8% | $4,614-72.6% | $6,396-80.2% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |