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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 | $62,183 | $176,120-64.7% | $159,487-61.0% | $167,553-62.9% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 16.12% | 331.95%-315.8pp | 263.71%-247.6pp | 478.89%-462.8pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,888 | $7,752-49.8% | $7,354-47.1% | $6,343-38.7% |
| Admin fee / account holder | $125 | $12,561-99.0% | $10,804-98.8% | $12,316-99.0% |