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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 | $51,155 | $118,695-56.9% | $98,916-48.3% | $158,950-67.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 27.58% | 372.39%-344.8pp | 196.45%-168.9pp | 302.91%-275.3pp |
| Employer contribution / active EE | $3,064 | $3,333-8.1% | $2,689+13.9% | $4,762-35.7% |
| Participant deferral / active EE | $9,750 | $5,088+91.6% | $4,245+129.7% | $5,983+63.0% |
| Admin fee / account holder | $0 | $10,132-100.0% | $6,642-100.0% | $11,248-100.0% |