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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 | $27,174 | $76,519-64.5% | $56,025-51.5% | $145,897-81.4% |
| Participation rate | 15.0% | 63.2%-48.2pp | 52.5%-37.5pp | 80.3%-65.3pp |
| Annual return | 16.19% | 3017.03%-3000.8pp | 1712.69%-1696.5pp | 552.29%-536.1pp |
| Employer contribution / active EE | $524 | $1,383-62.1% | $1,042-49.7% | $4,663-88.8% |
| Participant deferral / active EE | $895 | $2,624-65.9% | $1,955-54.2% | $6,689-86.6% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |