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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 | $36,819 | $135,956-72.9% | $123,894-70.3% | $273,972-86.6% |
| Participation rate | 61.9% | 84.1%-22.2pp | 81.4%-19.5pp | 83.0%-21.1pp |
| Annual return | 12.31% | 56.63%-44.3pp | 47.52%-35.2pp | 41.46%-29.1pp |
| Employer contribution / active EE | $2,012 | $5,170-61.1% | $4,617-56.4% | $4,869-58.7% |
| Participant deferral / active EE | $3,457 | $6,343-45.5% | $5,984-42.2% | $5,287-34.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |