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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 | $37,893 | $106,918-64.6% | $84,021-54.9% | $152,897-75.2% |
| Participation rate | 27.8% | 75.2%-47.5pp | 69.0%-41.2pp | 82.5%-54.7pp |
| Annual return | 27.58% | 105.01%-77.4pp | 71.32%-43.7pp | 345.43%-317.9pp |
| Employer contribution / active EE | $776 | $2,735-71.6% | $1,984-60.9% | $4,764-83.7% |
| Participant deferral / active EE | $3,459 | $4,012-13.8% | $3,239+6.8% | $5,851-40.9% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |