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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 | $20,539 | $110,379-81.4% | $102,412-79.9% | $145,884-85.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 25.51% | 24.84%+0.7pp | 24.94%+0.6pp | 551.85%-526.3pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,934 | $5,622-30.0% | $5,060-22.3% | $6,690-41.2% |
| Admin fee / account holder | $62 | $9,745-99.4% | $8,388-99.3% | $13,392-99.5% |