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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 | $63,657 | $27,924+128.0% | $58,544+8.7% | $75,181-15.3% |
| Participation rate | 39.3% | 38.8%+0.4pp | 50.9%-11.6pp | 67.2%-27.9pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4249.56%-4249.6pp | 160.69%-160.7pp |
| Employer contribution / active EE | $646 | $669-3.5% | $1,053-38.7% | $2,671-75.8% |
| Participant deferral / active EE | $1,613 | $1,202+34.2% | $1,923-16.1% | $4,126-60.9% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,520-100.0% | $5,650-100.0% |