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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 | $25,991 | $114,119-77.2% | $107,187-75.8% | $138,895-81.3% |
| Participation rate | 27.3% | 78.1%-50.8pp | 75.0%-47.7pp | 79.9%-52.6pp |
| Annual return | 24.25% | 273.21%-249.0pp | 204.55%-180.3pp | 145.39%-121.1pp |
| Employer contribution / active EE | $1,188 | $4,059-70.7% | $3,782-68.6% | $4,194-71.7% |
| Participant deferral / active EE | $1,882 | $5,538-66.0% | $5,096-63.1% | $6,396-70.6% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |