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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 | $228,720 | $110,551+106.9% | $80,741+183.3% | $167,536+36.5% |
| Participation rate | 20.0% | 64.0%-44.0pp | 54.2%-34.2pp | 82.1%-62.1pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $224 | $1,543-85.5% | $1,160-80.7% | $4,839-95.4% |
| Participant deferral / active EE | $991 | $2,870-65.5% | $2,145-53.8% | $6,342-84.4% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |