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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 | $24,158 | $109,905-78.0% | $98,506-75.5% | $167,553-85.6% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 0.00% | 1960.20%-1960.2pp | 1494.92%-1494.9pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,026 | $3,226-68.2% | $2,961-65.4% | $4,840-78.8% |
| Participant deferral / active EE | $14,615 | $4,674+212.7% | $4,277+241.7% | $6,343+130.4% |
| Admin fee / account holder | $22 | $6,760-99.7% | $5,955-99.6% | $12,316-99.8% |