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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 | $58,904 | $150,447-60.8% | $136,298-56.8% | $147,586-60.1% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 19.41% | 1049.15%-1029.7pp | 5156.27%-5136.9pp | 578.59%-559.2pp |
| Employer contribution / active EE | $1,979 | $5,256-62.4% | $4,696-57.9% | $4,876-59.4% |
| Participant deferral / active EE | $3,301 | $6,631-50.2% | $6,247-47.2% | $5,439-39.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |