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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 | $2,830 | $56,682-95.0% | - | $135,379-97.9% |
| Participation rate | 52.6% | 68.0%-15.4pp | - | 82.6%-30.0pp |
| Annual return | 0.00% | 2615.76%-2615.8pp | - | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | - | $4,779-100.0% |
| Participant deferral / active EE | $1,952 | $3,704-47.3% | - | $5,609-65.2% |
| Admin fee / account holder | $4 | $1,580-99.7% | - | $10,828-100.0% |