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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 | $2,470 | $76,522-96.8% | $56,033-95.6% | $145,884-98.3% |
| Participation rate | 46.2% | 63.2%-17.1pp | 52.5%-6.3pp | 80.3%-34.1pp |
| Annual return | 18.90% | 3014.28%-2995.4pp | 1711.38%-1692.5pp | 551.85%-532.9pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $590 | $2,624-77.5% | $1,954-69.8% | $6,690-91.2% |
| Admin fee / account holder | $21 | $3,328-99.4% | $2,827-99.3% | $13,392-99.8% |