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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 | $38,150 | $97,751-61.0% | $103,447-63.1% | $145,877-73.8% |
| Participation rate | 66.7% | 81.1%-14.4pp | 80.5%-13.9pp | 80.3%-13.6pp |
| Annual return | 12.97% | 25.43%-12.5pp | 23.92%-10.9pp | 551.28%-538.3pp |
| Employer contribution / active EE | $1,841 | $4,684-60.7% | $4,678-60.6% | $4,663-60.5% |
| Participant deferral / active EE | $6,035 | $6,603-8.6% | $6,624-8.9% | $6,691-9.8% |
| Admin fee / account holder | $13 | $12,515-99.9% | $9,415-99.9% | $13,402-99.9% |