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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 | $1,475 | $29,319-95.0% | $52,425-97.2% | $82,448-98.2% |
| Participation rate | 26.2% | 46.9%-20.6pp | 55.6%-29.4pp | 68.1%-41.8pp |
| Annual return | 0.00% | 535.20%-535.2pp | 302.12%-302.1pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $428 | $1,171-63.5% | $1,790-76.1% | $4,139-89.7% |
| Admin fee / account holder | $8 | $1,962-99.6% | $2,495-99.7% | $7,234-99.9% |