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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 | $234,406 | $97,765+139.8% | $103,486+126.5% | $145,884+60.7% |
| Participation rate | 50.0% | 81.1%-31.1pp | 80.5%-30.5pp | 80.3%-30.3pp |
| Annual return | 10.58% | 25.44%-14.9pp | 23.93%-13.3pp | 551.85%-541.3pp |
| Employer contribution / active EE | $4,250 | $4,687-9.3% | $4,679-9.2% | $4,662-8.8% |
| Participant deferral / active EE | $15,250 | $6,606+130.9% | $6,628+130.1% | $6,690+128.0% |
| Admin fee / account holder | $20 | $12,505-99.8% | $9,354-99.8% | $13,392-99.9% |