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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 | $30,980 | $157,304-80.3% | $141,197-78.1% | $152,909-79.7% |
| Participation rate | 20.0% | 84.8%-64.8pp | 82.5%-62.5pp | 82.5%-62.5pp |
| Annual return | 50.46% | 64.34%-13.9pp | 71.41%-20.9pp | 345.46%-295.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,800 | $7,111-46.6% | $6,710-43.4% | $5,851-35.1% |
| Admin fee / account holder | $88 | $12,126-99.3% | $10,265-99.1% | $11,601-99.2% |