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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 | $13,442 | $102,696-86.9% | $86,235-84.4% | $139,487-90.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 22.12% | 1925.91%-1903.8pp | 1170.03%-1147.9pp | 373.84%-351.7pp |
| Employer contribution / active EE | $1,067 | $3,034-64.8% | $2,381-55.2% | $4,755-77.6% |
| Participant deferral / active EE | $2,834 | $4,679-39.4% | $3,987-28.9% | $6,713-57.8% |
| Admin fee / account holder | $90 | $8,667-99.0% | $6,856-98.7% | $11,407-99.2% |