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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 | $15,247 | $110,093-86.2% | $97,295-84.3% | $145,897-89.5% |
| Participation rate | 21.7% | 75.9%-54.2pp | 72.7%-50.9pp | 80.3%-58.6pp |
| Annual return | 16.85% | 244.76%-227.9pp | 75.62%-58.8pp | 552.29%-535.4pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,431 | $4,678-69.4% | $4,264-66.4% | $6,689-78.6% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |