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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 | $65,873 | $105,210-37.4% | $159,487-58.7% | $85,851-23.3% |
| Participation rate | 16.7% | 75.8%-59.1pp | 82.8%-66.2pp | 69.3%-52.7pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.71%-263.7pp | 318.63%-318.6pp |
| Employer contribution / active EE | $695 | $3,319-79.0% | $4,831-85.6% | $2,565-72.9% |
| Participant deferral / active EE | $2,724 | $5,946-54.2% | $7,354-63.0% | $3,952-31.1% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,804-100.0% | $6,261-100.0% |