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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 | $77,620 | $124,187-37.5% | $108,410-28.4% | $167,518-53.7% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 19.60% | 1379.80%-1360.2pp | 905.34%-885.7pp | 478.71%-459.1pp |
| Employer contribution / active EE | $1,460 | $4,187-65.1% | $3,558-59.0% | $4,838-69.8% |
| Participant deferral / active EE | $2,942 | $6,908-57.4% | $6,562-55.2% | $6,342-53.6% |
| Admin fee / account holder | $0 | $9,456-100.0% | $7,296-100.0% | $12,312-100.0% |