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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 | $24,234 | $103,008-76.5% | $90,304-73.2% | $152,897-84.2% |
| Participation rate | 20.0% | 75.9%-55.9pp | 73.3%-53.3pp | 82.5%-62.5pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,300 | $3,139-58.6% | $2,855-54.5% | $4,764-72.7% |
| Participant deferral / active EE | $3,372 | $4,281-21.2% | $3,885-13.2% | $5,851-42.4% |
| Admin fee / account holder | $26 | $6,175-99.6% | $5,354-99.5% | $11,599-99.8% |