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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 | $80,068 | $202,342-60.4% | $172,752-53.7% | $152,897-47.6% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.5%-24.1pp |
| Annual return | 28.89% | 1029.83%-1000.9pp | 802.97%-774.1pp | 345.43%-316.5pp |
| Employer contribution / active EE | $2,333 | $5,858-60.2% | $5,144-54.6% | $4,764-51.0% |
| Participant deferral / active EE | $6,001 | $5,948+0.9% | $5,198+15.5% | $5,851+2.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |