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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 | $8,076 | $76,519-89.4% | $56,025-85.6% | $145,897-94.5% |
| Participation rate | 9.1% | 63.2%-54.1pp | 52.5%-43.4pp | 80.3%-71.2pp |
| Annual return | 18.61% | 3017.03%-2998.4pp | 1712.69%-1694.1pp | 552.29%-533.7pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $342 | $2,624-87.0% | $1,955-82.5% | $6,689-94.9% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |