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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 | $25,252 | $176,688-85.7% | $130,660-80.7% | $152,909-83.5% |
| Participation rate | 50.0% | 79.0%-29.0pp | 71.7%-21.7pp | 82.5%-32.5pp |
| Annual return | 24.21% | 2693.08%-2668.9pp | 1709.29%-1685.1pp | 345.46%-321.3pp |
| Employer contribution / active EE | $281 | $5,743-95.1% | $4,092-93.1% | $4,764-94.1% |
| Participant deferral / active EE | $5,000 | $4,362+14.6% | $3,603+38.8% | $5,851-14.5% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |