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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 | $21,815 | $72,446-69.9% | $67,561-67.7% | $145,877-85.0% |
| Participation rate | 19.0% | 76.9%-57.8pp | 72.9%-53.9pp | 80.3%-61.3pp |
| Annual return | 9.30% | 7211.98%-7202.7pp | 3525.44%-3516.1pp | 551.28%-542.0pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,486 | $4,785-68.9% | $4,003-62.9% | $6,691-77.8% |
| Admin fee / account holder | $101 | $5,541-98.2% | $4,006-97.5% | $13,402-99.2% |