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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 | $4,398 | $27,936-84.3% | $58,561-92.5% | $75,173-94.1% |
| Participation rate | 35.0% | 38.8%-3.8pp | 50.9%-15.9pp | 67.2%-32.2pp |
| Annual return | 31.19% | 44.21%-13.0pp | 4251.33%-4220.1pp | 160.72%-129.5pp |
| Employer contribution / active EE | $108 | $670-83.9% | $1,053-89.8% | $2,671-96.0% |
| Participant deferral / active EE | $622 | $1,202-48.3% | $1,923-67.7% | $4,126-84.9% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,520-100.0% | $5,651-100.0% |