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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 | $1,504 | $76,522-98.0% | $56,033-97.3% | $145,884-99.0% |
| Participation rate | 53.3% | 63.2%-9.9pp | 52.5%+0.8pp | 80.3%-27.0pp |
| Annual return | 15.63% | 3014.28%-2998.7pp | 1711.38%-1695.7pp | 551.85%-536.2pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $521 | $2,624-80.1% | $1,954-73.3% | $6,690-92.2% |
| Admin fee / account holder | $187 | $3,328-94.4% | $2,827-93.4% | $13,392-98.6% |