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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 | $20,971 | $97,729-78.5% | $83,830-75.0% | $135,379-84.5% |
| Participation rate | 56.3% | 80.0%-23.7pp | 76.1%-19.9pp | 82.6%-26.4pp |
| Annual return | -8.20% | 1287.52%-1295.7pp | 850.97%-859.2pp | 519.79%-528.0pp |
| Employer contribution / active EE | $1,162 | $4,222-72.5% | $3,631-68.0% | $4,779-75.7% |
| Participant deferral / active EE | $4,249 | $4,683-9.3% | $4,082+4.1% | $5,609-24.2% |
| Admin fee / account holder | $13 | $6,674-99.8% | $5,479-99.8% | $10,828-99.9% |