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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 | $54,894 | $84,685-35.2% | $73,836-25.7% | $125,389-56.2% |
| Participation rate | 43.8% | 76.8%-33.0pp | 73.4%-29.7pp | 83.2%-39.4pp |
| Annual return | -1.79% | 3123.80%-3125.6pp | 2268.06%-2269.8pp | 282.24%-284.0pp |
| Employer contribution / active EE | $597 | $3,123-80.9% | $2,787-78.6% | $4,866-87.7% |
| Participant deferral / active EE | $2,004 | $3,993-49.8% | $3,583-44.1% | $5,352-62.6% |
| Admin fee / account holder | $12 | $5,694-99.8% | $4,882-99.8% | $9,541-99.9% |