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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 | $10,919 | $76,608-85.7% | $56,077-80.5% | $145,877-92.5% |
| Participation rate | 11.1% | 63.2%-52.1pp | 52.5%-41.4pp | 80.3%-69.2pp |
| Annual return | 28.76% | 3009.59%-2980.8pp | 1709.28%-1680.5pp | 551.28%-522.5pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $283 | $2,624-89.2% | $1,954-85.5% | $6,691-95.8% |
| Admin fee / account holder | $43 | $3,325-98.7% | $2,825-98.5% | $13,402-99.7% |