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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 | $6,808 | $101,618-93.3% | $93,063-92.7% | $137,256-95.0% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 0.00% | 223.95%-223.9pp | 34.15%-34.2pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,553 | $2,707-42.6% | $2,476-37.3% | $4,156-62.6% |
| Participant deferral / active EE | $2,685 | $4,279-37.3% | $3,958-32.2% | $6,407-58.1% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |