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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 | $32,852 | $70,366-53.3% | $66,674-50.7% | $138,895-76.3% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.7%-48.7pp | 79.9%-54.9pp |
| Annual return | 0.00% | 386.41%-386.4pp | 321.24%-321.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,185 | $2,765-57.1% | $2,620-54.8% | $4,194-71.7% |
| Participant deferral / active EE | $6,901 | $4,374+57.8% | $4,084+69.0% | $6,396+7.9% |
| Admin fee / account holder | $4 | $5,262-99.9% | $5,098-99.9% | $12,562-100.0% |