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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 | $32,491 | $104,106-68.8% | $71,086-54.3% | $135,379-76.0% |
| Participation rate | 18.8% | 65.7%-46.9pp | 54.7%-35.9pp | 82.6%-63.9pp |
| Annual return | -10.87% | 1256.30%-1267.2pp | 650.59%-661.5pp | 519.79%-530.7pp |
| Employer contribution / active EE | $515 | $1,485-65.3% | $1,088-52.7% | $4,779-89.2% |
| Participant deferral / active EE | $1,314 | $2,527-48.0% | $1,874-29.9% | $5,609-76.6% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |