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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 | $11,809 | $100,279-88.2% | $81,353-85.5% | $145,884-91.9% |
| Participation rate | 36.4% | 74.3%-37.9pp | 69.5%-33.2pp | 80.3%-43.9pp |
| Annual return | 51.25% | 34.49%+16.8pp | 24.82%+26.4pp | 551.85%-500.6pp |
| Employer contribution / active EE | $611 | $2,979-79.5% | $2,464-75.2% | $4,662-86.9% |
| Participant deferral / active EE | $1,831 | $4,611-60.3% | $3,885-52.9% | $6,690-72.6% |
| Admin fee / account holder | $0 | $8,206-100.0% | $5,766-100.0% | $13,392-100.0% |