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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 | $66,049 | $104,544-36.8% | $76,657-13.8% | $152,897-56.8% |
| Participation rate | 60.0% | 76.6%-16.6pp | 72.1%-12.1pp | 82.5%-22.5pp |
| Annual return | 31.44% | 1014.36%-982.9pp | 1166.74%-1135.3pp | 345.43%-314.0pp |
| Employer contribution / active EE | $3,789 | $3,118+21.5% | $2,303+64.5% | $4,764-20.5% |
| Participant deferral / active EE | $6,711 | $4,236+58.4% | $3,335+101.2% | $5,851+14.7% |
| Admin fee / account holder | $0 | $12,286-100.0% | $6,423-100.0% | $11,599-100.0% |