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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 | $26,698 | $39,798-32.9% | $67,704-60.6% | $59,633-55.2% |
| Participation rate | 6.5% | 57.4%-50.9pp | 67.5%-61.1pp | 68.7%-62.2pp |
| Annual return | 0.00% | 89.94%-89.9pp | 25.41%-25.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $166 | $1,393-88.1% | $2,559-93.5% | $2,203-92.4% |
| Participant deferral / active EE | $1,548 | $2,335-33.7% | $3,585-56.8% | $3,192-51.5% |
| Admin fee / account holder | $0 | $3,212-100.0% | $4,255-100.0% | $4,297-100.0% |