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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 | $20,221 | $90,606-77.7% | $79,466-74.6% | $135,379-85.1% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -5.94% | 977.69%-983.6pp | 718.28%-724.2pp | 519.79%-525.7pp |
| Employer contribution / active EE | $964 | $3,068-68.6% | $2,800-65.6% | $4,779-79.8% |
| Participant deferral / active EE | $964 | $4,050-76.2% | $3,704-74.0% | $5,609-82.8% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |