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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 | $19,713 | $104,520-81.1% | $76,823-74.3% | $152,885-87.1% |
| Participation rate | 60.0% | 76.6%-16.6pp | 72.1%-12.1pp | 82.5%-22.5pp |
| Annual return | 31.41% | 1014.03%-982.6pp | 1166.42%-1135.0pp | 345.39%-314.0pp |
| Employer contribution / active EE | $0 | $3,117-100.0% | $2,302-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,361 | $4,236+3.0% | $3,336+30.7% | $5,851-25.5% |
| Admin fee / account holder | $0 | $12,283-100.0% | $6,422-100.0% | $11,598-100.0% |