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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 | $14,740 | $102,663-85.6% | $86,216-82.9% | $139,466-89.4% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.0%-69.0pp | 80.3%-80.3pp |
| Annual return | 104.78% | 1924.52%-1819.7pp | 1169.42%-1064.6pp | 373.66%-268.9pp |
| Employer contribution / active EE | $6,077 | $3,035+100.3% | $2,382+155.2% | $4,754+27.8% |
| Participant deferral / active EE | $23,732 | $4,677+407.4% | $3,986+495.4% | $6,712+253.6% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |