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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 | $11,198 | $99,647-88.8% | $86,439-87.0% | $134,493-91.7% |
| Participation rate | 59.1% | 82.1%-23.0pp | 80.3%-21.2pp | 81.2%-22.1pp |
| Annual return | 0.00% | 6784.13%-6784.1pp | 4395.55%-4395.5pp | 418.01%-418.0pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,856 | $7,246-5.4% | $6,952-1.4% | $6,400+7.1% |
| Admin fee / account holder | $31 | $8,373-99.6% | $6,732-99.5% | $11,425-99.7% |