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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 | $20,828 | $112,729-81.5% | $98,716-78.9% | $137,256-84.8% |
| Participation rate | 52.9% | 74.2%-21.3pp | 69.3%-16.4pp | 80.0%-27.0pp |
| Annual return | 18.03% | 38.48%-20.5pp | 31.81%-13.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $529 | $2,725-80.6% | $2,279-76.8% | $4,156-87.3% |
| Participant deferral / active EE | $2,441 | $4,640-47.4% | $4,048-39.7% | $6,407-61.9% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |