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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 | $19,759 | $107,030-81.5% | $73,550-73.1% | $147,586-86.6% |
| Participation rate | 40.9% | 66.4%-25.5pp | 54.9%-14.0pp | 82.8%-41.9pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.59%-578.6pp |
| Employer contribution / active EE | $388 | $1,760-77.9% | $1,219-68.2% | $4,876-92.0% |
| Participant deferral / active EE | $550 | $2,458-77.6% | $1,804-69.5% | $5,439-89.9% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |