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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 | $37,847 | $65,423-42.2% | $98,477-61.6% | $85,856-55.9% |
| Participation rate | 8.1% | 65.0%-56.9pp | 73.3%-65.2pp | 69.3%-61.2pp |
| Annual return | 0.00% | 21.76%-21.8pp | 1493.59%-1493.6pp | 318.58%-318.6pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,081 | $3,167+60.4% | $4,276+18.8% | $3,952+28.6% |
| Admin fee / account holder | $0 | $4,594-100.0% | $5,951-100.0% | $6,261-100.0% |