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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 | $16,924 | $45,152-62.5% | $73,836-77.1% | $59,633-71.6% |
| Participation rate | 45.7% | 64.0%-18.4pp | 73.4%-27.8pp | 68.7%-23.0pp |
| Annual return | -0.97% | 27.40%-28.4pp | 2268.06%-2269.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $232 | $1,901-87.8% | $2,787-91.7% | $2,203-89.5% |
| Participant deferral / active EE | $798 | $2,573-69.0% | $3,583-77.7% | $3,192-75.0% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |