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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 | $61,343 | $121,701-49.6% | $104,639-41.4% | $158,982-61.4% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 9.51% | 465.72%-456.2pp | 340.67%-331.2pp | 302.99%-293.5pp |
| Employer contribution / active EE | $372 | $3,165-88.2% | $2,682-86.1% | $4,763-92.2% |
| Participant deferral / active EE | $1,074 | $4,176-74.3% | $3,738-71.3% | $5,983-82.1% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |