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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 | $6,808 | $102,938-93.4% | $94,105-92.8% | $138,895-95.1% |
| Participation rate | 66.7% | 74.6%-8.0pp | 71.9%-5.3pp | 79.9%-13.3pp |
| Annual return | 0.00% | 250.28%-250.3pp | 204.55%-204.6pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,553 | $2,732-43.2% | $2,504-38.0% | $4,194-63.0% |
| Participant deferral / active EE | $2,685 | $4,196-36.0% | $3,881-30.8% | $6,396-58.0% |
| Admin fee / account holder | $0 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |