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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 | $26,850 | $92,743-71.0% | $82,744-67.6% | $134,532-80.0% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -17.82% | 946.63%-964.4pp | 702.22%-720.0pp | 418.27%-436.1pp |
| Employer contribution / active EE | $1,857 | $3,273-43.3% | $3,008-38.3% | $4,741-60.8% |
| Participant deferral / active EE | $4,192 | $4,802-12.7% | $4,395-4.6% | $6,401-34.5% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |