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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 | $11,956 | $109,372-89.1% | $89,414-86.6% | $158,966-92.5% |
| Participation rate | 20.0% | 74.3%-54.3pp | 68.0%-48.0pp | 82.0%-62.0pp |
| Annual return | 0.00% | 345.55%-345.6pp | 245.50%-245.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,019 | $3,171-67.9% | $2,586-60.6% | $4,762-78.6% |
| Participant deferral / active EE | $1,019 | $4,598-77.8% | $3,890-73.8% | $5,983-83.0% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |