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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 | $27,458 | $99,921-72.5% | $85,009-67.7% | $145,959-81.2% |
| Participation rate | 46.2% | 74.1%-27.9pp | 67.5%-21.4pp | 80.3%-34.1pp |
| Annual return | 16.31% | 83.89%-67.6pp | 66.47%-50.2pp | 561.95%-545.6pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,810 | $5,293-46.9% | $4,522-37.9% | $6,689-58.0% |
| Admin fee / account holder | $112 | $7,252-98.5% | $6,153-98.2% | $13,398-99.2% |