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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 | $36,002 | $99,031-63.6% | $86,597-58.4% | $147,585-75.6% |
| Participation rate | 22.2% | 76.3%-54.1pp | 73.5%-51.3pp | 82.8%-60.6pp |
| Annual return | 18.33% | 1312.56%-1294.2pp | 964.96%-946.6pp | 578.57%-560.2pp |
| Employer contribution / active EE | $191 | $3,132-93.9% | $2,840-93.3% | $4,876-96.1% |
| Participant deferral / active EE | $1,000 | $3,972-74.8% | $3,609-72.3% | $5,439-81.6% |
| Admin fee / account holder | $29 | $5,711-99.5% | $4,906-99.4% | $10,885-99.7% |