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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 | $46,253 | $56,197-17.7% | $67,652-31.6% | $59,633-22.4% |
| Participation rate | 42.4% | 71.5%-29.0pp | 75.7%-33.2pp | 68.7%-26.2pp |
| Annual return | 0.00% | 18508.10%-18508.1pp | 6625.40%-6625.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,550 | $2,844-10.3% | $3,560-28.4% | $3,192-20.1% |
| Admin fee / account holder | $8 | $3,958-99.8% | $4,821-99.8% | $4,297-99.8% |