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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 | $30,996 | $102,635-69.8% | $86,209-64.0% | $139,456-77.8% |
| Participation rate | 52.4% | 74.5%-22.1pp | 69.0%-16.6pp | 80.3%-27.9pp |
| Annual return | 20.35% | 1923.53%-1903.2pp | 1169.05%-1148.7pp | 373.45%-353.1pp |
| Employer contribution / active EE | $1,792 | $3,034-40.9% | $2,381-24.7% | $4,753-62.3% |
| Participant deferral / active EE | $3,742 | $4,677-20.0% | $3,986-6.1% | $6,711-44.2% |
| Admin fee / account holder | $200 | $8,661-97.7% | $6,853-97.1% | $11,407-98.2% |