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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 | $75,030 | $106,549-29.6% | $91,225-17.8% | $134,509-44.2% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | 37.23% | 160.73%-123.5pp | 114.10%-76.9pp | 418.13%-380.9pp |
| Employer contribution / active EE | $1,178 | $3,331-64.6% | $2,851-58.7% | $4,741-75.2% |
| Participant deferral / active EE | $1,290 | $4,719-72.7% | $4,234-69.5% | $6,400-79.8% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,427-100.0% |