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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 | $14,339 | $84,697-83.1% | $73,845-80.6% | $125,393-88.6% |
| Participation rate | 69.2% | 76.8%-7.5pp | 73.4%-4.2pp | 83.2%-14.0pp |
| Annual return | 0.91% | 3123.66%-3122.8pp | 2267.91%-2267.0pp | 282.23%-281.3pp |
| Employer contribution / active EE | $1,552 | $3,123-50.3% | $2,788-44.3% | $4,866-68.1% |
| Participant deferral / active EE | $1,576 | $3,993-60.5% | $3,583-56.0% | $5,351-70.6% |
| Admin fee / account holder | $130 | $5,692-97.7% | $4,881-97.3% | $9,541-98.6% |