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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 | $20,963 | $110,212-81.0% | $96,534-78.3% | $139,466-85.0% |
| Participation rate | 53.3% | 78.1%-24.8pp | 76.0%-22.6pp | 80.3%-27.0pp |
| Annual return | 40.39% | 26.42%+14.0pp | 25.88%+14.5pp | 373.66%-333.3pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,457 | $5,547+34.4% | $4,851+53.7% | $6,712+11.1% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |