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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 | $5,551 | $70,121-92.1% | $63,803-91.3% | $138,895-96.0% |
| Participation rate | 66.7% | 77.2%-10.5pp | 72.7%-6.0pp | 79.9%-13.3pp |
| Annual return | 0.00% | 946.48%-946.5pp | 543.72%-543.7pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,667 | $2,882-42.2% | $2,532-34.2% | $4,194-60.3% |
| Participant deferral / active EE | $1,867 | $4,535-58.8% | $3,843-51.4% | $6,396-70.8% |
| Admin fee / account holder | $66 | $6,738-99.0% | $5,196-98.7% | $12,562-99.5% |