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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 | $54,531 | $150,446-63.8% | $136,297-60.0% | $147,585-63.1% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 26.56% | 1049.14%-1022.6pp | 5156.19%-5129.6pp | 578.58%-552.0pp |
| Employer contribution / active EE | $1,837 | $5,256-65.0% | $4,696-60.9% | $4,876-62.3% |
| Participant deferral / active EE | $5,437 | $6,631-18.0% | $6,247-13.0% | $5,4390% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |