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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 | $23,518 | $78,694-70.1% | $67,653-65.2% | $125,388-81.2% |
| Participation rate | 47.4% | 78.8%-31.4pp | 75.7%-28.3pp | 83.2%-35.8pp |
| Annual return | -0.97% | 9.46%-10.4pp | 6625.22%-6626.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,003 | $3,044-67.0% | $2,266-55.7% | $4,866-79.4% |
| Participant deferral / active EE | $3,317 | $4,292-22.7% | $3,560-6.8% | $5,352-38.0% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |