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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 | $7,277 | $82,324-91.2% | $68,803-89.4% | $134,545-94.6% |
| Participation rate | 45.5% | 75.1%-29.6pp | 69.0%-23.6pp | 81.2%-35.8pp |
| Annual return | 0.00% | -2.17%+2.2pp | -6.37%+6.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $568 | $3,302-82.8% | $2,656-78.6% | $4,742-88.0% |
| Participant deferral / active EE | $2,831 | $4,740-40.3% | $3,942-28.2% | $6,401-55.8% |
| Admin fee / account holder | $10 | $6,485-99.8% | $4,936-99.8% | $11,431-99.9% |