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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 | $76,608-89.5% | $56,077-85.6% | $145,877-94.5% |
| Participation rate | 9.1% | 63.2%-54.2pp | 52.5%-43.4pp | 80.3%-71.2pp |
| Annual return | 18.61% | 3009.59%-2991.0pp | 1709.28%-1690.7pp | 551.28%-532.7pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $342 | $2,624-87.0% | $1,954-82.5% | $6,691-94.9% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |