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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 | $17,741 | $138,102-87.2% | $125,381-85.9% | $134,532-86.8% |
| Participation rate | 64.7% | 84.5%-19.8pp | 82.4%-17.7pp | 81.2%-16.5pp |
| Annual return | 142.60% | 750.73%-608.1pp | 572.31%-429.7pp | 418.27%-275.7pp |
| Employer contribution / active EE | $2,178 | $5,245-58.5% | $4,815-54.8% | $4,741-54.1% |
| Participant deferral / active EE | $4,683 | $7,801-40.0% | $7,448-37.1% | $6,401-26.8% |
| Admin fee / account holder | $72 | $11,568-99.4% | $10,007-99.3% | $11,429-99.4% |