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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 | $10,377 | $100,911-89.7% | $90,440-88.5% | $158,966-93.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 9.14% | 1726.62%-1717.5pp | 1294.38%-1285.2pp | 302.95%-293.8pp |
| Employer contribution / active EE | $541 | $3,690-85.3% | $3,263-83.4% | $4,762-88.6% |
| Participant deferral / active EE | $1,119 | $4,348-74.3% | $3,964-71.8% | $5,983-81.3% |
| Admin fee / account holder | $63 | $6,507-99.0% | $5,615-98.9% | $11,250-99.4% |