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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 | $54,137 | $152,619-64.5% | $125,195-56.8% | $152,909-64.6% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 33.77% | 54.85%-21.1pp | 43.79%-10.0pp | 345.46%-311.7pp |
| Employer contribution / active EE | $1,541 | $4,947-68.8% | $3,866-60.1% | $4,764-67.6% |
| Participant deferral / active EE | $5,780 | $5,869-1.5% | $4,937+17.1% | $5,851-1.2% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |