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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 | $16,068 | $115,917-86.1% | $100,535-84.0% | $158,982-89.9% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 24.65% | 34.80%-10.2pp | 30.90%-6.2pp | 302.99%-278.3pp |
| Employer contribution / active EE | $1,358 | $4,105-66.9% | $3,419-60.3% | $4,763-71.5% |
| Participant deferral / active EE | $6,342 | $6,677-5.0% | $6,271+1.1% | $5,983+6.0% |
| Admin fee / account holder | $47 | $11,002-99.6% | $8,085-99.4% | $11,252-99.6% |