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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 | $45,214 | $124,187-63.6% | $108,410-58.3% | $167,518-73.0% |
| Participation rate | 57.1% | 82.3%-25.1pp | 80.1%-23.0pp | 82.1%-25.0pp |
| Annual return | 184.68% | 1379.80%-1195.1pp | 905.34%-720.7pp | 478.71%-294.0pp |
| Employer contribution / active EE | $1,247 | $4,187-70.2% | $3,558-65.0% | $4,838-74.2% |
| Participant deferral / active EE | $3,849 | $6,908-44.3% | $6,562-41.4% | $6,342-39.3% |
| Admin fee / account holder | $293 | $9,456-96.9% | $7,296-96.0% | $12,312-97.6% |