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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 | $2,287 | $29,319-92.2% | $52,425-95.6% | $82,448-97.2% |
| Participation rate | 65.4% | 46.9%+18.5pp | 55.6%+9.8pp | 68.1%-2.7pp |
| Annual return | 27.74% | 535.20%-507.5pp | 302.12%-274.4pp | 41.64%-13.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $494 | $1,171-57.8% | $1,790-72.4% | $4,139-88.1% |
| Admin fee / account holder | $15 | $1,962-99.2% | $2,495-99.4% | $7,234-99.8% |