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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 | $27,351 | $129,476-78.9% | $93,515-70.8% | $158,982-82.8% |
| Participation rate | 50.0% | 71.0%-21.0pp | 66.8%-16.8pp | 82.0%-32.0pp |
| Annual return | 0.00% | 118.56%-118.6pp | 78.21%-78.2pp | 302.99%-303.0pp |
| Employer contribution / active EE | $0 | $2,717-100.0% | $2,077-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $13,000 | $3,916+232.0% | $3,129+315.5% | $5,983+117.3% |
| Admin fee / account holder | $9 | $7,396-99.9% | $5,235-99.8% | $11,252-99.9% |