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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 | $20,549 | $93,346-78.0% | $71,796-71.4% | $273,972-92.5% |
| Participation rate | 18.2% | 76.5%-58.3pp | 69.1%-50.9pp | 83.0%-64.8pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,663 | $2,733-39.1% | $1,924-13.6% | $4,869-65.8% |
| Participant deferral / active EE | $1,994 | $3,475-42.6% | $2,794-28.7% | $5,287-62.3% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |