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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 | $68,679 | $138,114-50.3% | $125,391-45.2% | $134,545-49.0% |
| Participation rate | 68.8% | 84.5%-15.7pp | 82.4%-13.6pp | 81.2%-12.5pp |
| Annual return | -18.24% | 750.88%-769.1pp | 572.41%-590.6pp | 418.37%-436.6pp |
| Employer contribution / active EE | $3,209 | $5,246-38.8% | $4,816-33.4% | $4,742-32.3% |
| Participant deferral / active EE | $8,858 | $7,801+13.6% | $7,448+18.9% | $6,401+38.4% |
| Admin fee / account holder | $13 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |