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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 | $57,807 | $96,361-40.0% | $80,607-28.3% | $139,456-58.5% |
| Participation rate | 36.8% | 73.6%-36.8pp | 67.0%-30.2pp | 80.3%-43.5pp |
| Annual return | 15.80% | 1350.95%-1335.1pp | 936.11%-920.3pp | 373.45%-357.6pp |
| Employer contribution / active EE | $488 | $3,262-85.0% | $2,724-82.1% | $4,753-89.7% |
| Participant deferral / active EE | $1,990 | $5,232-62.0% | $4,448-55.3% | $6,711-70.4% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |