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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 | $6,241 | $76,608-91.9% | $56,077-88.9% | $145,877-95.7% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 10.47% | 3009.59%-2999.1pp | 1709.28%-1698.8pp | 551.28%-540.8pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $527 | $2,624-79.9% | $1,954-73.0% | $6,691-92.1% |
| Admin fee / account holder | $25 | $3,325-99.3% | $2,825-99.1% | $13,402-99.8% |