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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 | $19,194 | $159,978-88.0% | $147,041-86.9% | $145,978-86.9% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 10.99% | 98.36%-87.4pp | 419.21%-408.2pp | 550.52%-539.5pp |
| Employer contribution / active EE | $1,612 | $5,288-69.5% | $4,935-67.3% | $4,662-65.4% |
| Participant deferral / active EE | $3,108 | $8,429-63.1% | $8,071-61.5% | $6,690-53.5% |
| Admin fee / account holder | $182 | $15,053-98.8% | $13,006-98.6% | $13,400-98.6% |