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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 | $14,034 | $114,073-87.7% | $96,161-85.4% | $167,518-91.6% |
| Participation rate | 33.3% | 75.1%-41.7pp | 68.4%-35.1pp | 82.1%-48.8pp |
| Annual return | 0.00% | 189.95%-189.9pp | 192.01%-192.0pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,026 | $3,428-70.1% | $2,798-63.3% | $4,838-78.8% |
| Participant deferral / active EE | $3,402 | $5,195-34.5% | $4,349-21.8% | $6,342-46.4% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,312-100.0% |