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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 | $10,239 | $68,097-85.0% | $62,929-83.7% | $137,256-92.5% |
| Participation rate | 33.3% | 77.4%-44.1pp | 73.1%-39.8pp | 80.0%-46.6pp |
| Annual return | 25.69% | 1859.11%-1833.4pp | 1063.93%-1038.2pp | 220.34%-194.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,060 | $4,553-76.7% | $3,888-72.7% | $6,407-83.5% |
| Admin fee / account holder | $35 | $6,521-99.5% | $5,065-99.3% | $12,270-99.7% |