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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 | $125,097 | $150,447-16.8% | $136,298-8.2% | $147,586-15.2% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 16.92% | 1049.15%-1032.2pp | 5156.27%-5139.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $962 | $5,256-81.7% | $4,696-79.5% | $4,876-80.3% |
| Participant deferral / active EE | $3,281 | $6,631-50.5% | $6,247-47.5% | $5,439-39.7% |
| Admin fee / account holder | $17 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |