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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 | $20,033 | $92,684-78.4% | $82,706-75.8% | $134,509-85.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -13.49% | 945.84%-959.3pp | 701.76%-715.2pp | 418.13%-431.6pp |
| Employer contribution / active EE | $529 | $3,272-83.8% | $3,007-82.4% | $4,741-88.8% |
| Participant deferral / active EE | $1,955 | $4,800-59.3% | $4,394-55.5% | $6,400-69.5% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |