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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 | $24,619 | $60,128-59.1% | $90,440-72.8% | $79,852-69.2% |
| Participation rate | 64.6% | 65.0%-0.4pp | 72.7%-8.1pp | 69.6%-5.0pp |
| Annual return | 0.00% | 71.95%-71.9pp | 1294.38%-1294.4pp | 31.72%-31.7pp |
| Employer contribution / active EE | $871 | $2,068-57.9% | $3,263-73.3% | $2,471-64.7% |
| Participant deferral / active EE | $1,396 | $2,939-52.5% | $3,964-64.8% | $3,740-62.7% |
| Admin fee / account holder | $49 | $3,977-98.8% | $5,615-99.1% | $5,306-99.1% |