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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 | $58,890 | $56,197+4.8% | $67,652-13.0% | $59,633-1.2% |
| Participation rate | 54.5% | 71.5%-16.9pp | 75.7%-21.1pp | 68.7%-14.1pp |
| Annual return | -0.03% | 18508.10%-18508.1pp | 6625.40%-6625.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,776 | $2,844+173.5% | $3,560+118.5% | $3,192+143.6% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |