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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 | $20,581 | $44,850-54.1% | $60,547-66.0% | $59,633-65.5% |
| Participation rate | 33.3% | 59.5%-26.1pp | 68.0%-34.6pp | 68.7%-35.3pp |
| Annual return | -0.82% | 1074.14%-1075.0pp | 335.64%-336.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $527 | $1,462-63.9% | $2,419-78.2% | $2,203-76.1% |
| Participant deferral / active EE | $819 | $2,230-63.3% | $3,328-75.4% | $3,192-74.3% |
| Admin fee / account holder | $0 | $3,635-100.0% | $4,536-100.0% | $4,297-100.0% |