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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 | $22,503 | $165,399-86.4% | $149,745-85.0% | $158,982-85.8% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,785 | $5,105-65.0% | $4,646-61.6% | $4,763-62.5% |
| Participant deferral / active EE | $6,593 | $7,183-8.2% | $6,843-3.7% | $5,983+10.2% |
| Admin fee / account holder | $59 | $10,811-99.5% | $9,312-99.4% | $11,252-99.5% |