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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 | $200,059 | $67,823+195.0% | $52,425+281.6% | $137,256+45.8% |
| Participation rate | 12.5% | 63.9%-51.4pp | 55.6%-43.1pp | 80.0%-67.5pp |
| Annual return | 20.39% | 219.11%-198.7pp | 302.12%-281.7pp | 220.34%-199.9pp |
| Employer contribution / active EE | $518 | $1,163-55.5% | $914-43.4% | $4,156-87.5% |
| Participant deferral / active EE | $2,915 | $2,288+27.4% | $1,790+62.8% | $6,407-54.5% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |