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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 | $14,741 | $104,116-85.8% | $71,089-79.3% | $135,380-89.1% |
| Participation rate | 14.3% | 65.7%-51.4pp | 54.6%-40.4pp | 82.6%-68.4pp |
| Annual return | 0.00% | 1256.51%-1256.5pp | 650.65%-650.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $78 | $1,485-94.8% | $1,088-92.9% | $4,779-98.4% |
| Participant deferral / active EE | $1,983 | $2,524-21.4% | $1,873+5.9% | $5,609-64.6% |
| Admin fee / account holder | $3 | $4,142-99.9% | $3,082-99.9% | $10,828-100.0% |