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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 | $6,820 | $81,749-91.7% | $58,544-88.4% | $139,456-95.1% |
| Participation rate | 18.8% | 61.3%-42.6pp | 50.9%-32.1pp | 80.3%-61.6pp |
| Annual return | 28.36% | 7425.45%-7397.1pp | 4249.56%-4221.2pp | 373.45%-345.1pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $610 | $2,555-76.1% | $1,923-68.3% | $6,711-90.9% |
| Admin fee / account holder | $20 | $3,272-99.4% | $2,520-99.2% | $11,407-99.8% |