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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 | $22,855 | $81,749-72.0% | $58,544-61.0% | $139,456-83.6% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 0.00% | 7425.45%-7425.4pp | 4249.56%-4249.6pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,276 | $1,398-8.7% | $1,053+21.2% | $4,753-73.2% |
| Participant deferral / active EE | $9,153 | $2,555+258.2% | $1,923+376.0% | $6,711+36.4% |
| Admin fee / account holder | $0 | $3,272-100.0% | $2,520-100.0% | $11,407-100.0% |