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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 | $16,991 | $107,353-84.2% | $92,903-81.7% | $152,885-88.9% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 20.81% | 145.62%-124.8pp | 109.43%-88.6pp | 345.39%-324.6pp |
| Employer contribution / active EE | $960 | $4,222-77.3% | $3,653-73.7% | $4,763-79.8% |
| Participant deferral / active EE | $1,528 | $4,848-68.5% | $4,238-63.9% | $5,851-73.9% |
| Admin fee / account holder | $83 | $7,081-98.8% | $5,795-98.6% | $11,598-99.3% |