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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 | $13,489 | $110,551-87.8% | $80,741-83.3% | $167,536-91.9% |
| Participation rate | 45.5% | 64.0%-18.5pp | 54.2%-8.7pp | 82.1%-36.7pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,203 | $1,543+42.8% | $1,160+89.9% | $4,839-54.5% |
| Participant deferral / active EE | $3,747 | $2,870+30.5% | $2,145+74.6% | $6,342-40.9% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |