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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 | $60,304 | $88,778-32.1% | $81,844-26.3% | $145,884-58.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 22.15% | 1033.03%-1010.9pp | 778.87%-756.7pp | 551.85%-529.7pp |
| Employer contribution / active EE | $40,022 | $3,087+1196.5% | $2,916+1272.3% | $4,662+758.4% |
| Participant deferral / active EE | $14,027 | $4,648+201.8% | $4,323+224.4% | $6,690+109.7% |
| Admin fee / account holder | $29 | $8,430-99.7% | $7,355-99.6% | $13,392-99.8% |