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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 | $14,108 | $106,549-86.8% | $91,225-84.5% | $134,509-89.5% |
| Participation rate | 57.1% | 76.8%-19.7pp | 73.2%-16.1pp | 81.2%-24.1pp |
| Annual return | 0.00% | 160.73%-160.7pp | 114.10%-114.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $524 | $3,331-84.3% | $2,851-81.6% | $4,741-88.9% |
| Participant deferral / active EE | $7,724 | $4,719+63.7% | $4,234+82.4% | $6,400+20.7% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,427-100.0% |