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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 | $17,189 | $90,320-81.0% | $59,496-71.1% | $125,389-86.3% |
| Participation rate | 42.9% | 68.3%-25.4pp | 54.6%-11.7pp | 83.2%-40.3pp |
| Annual return | -1.45% | 369.13%-370.6pp | 182.05%-183.5pp | 282.24%-283.7pp |
| Employer contribution / active EE | $441 | $1,792-75.4% | $1,153-61.7% | $4,866-90.9% |
| Participant deferral / active EE | $883 | $2,716-67.5% | $1,829-51.8% | $5,352-83.5% |
| Admin fee / account holder | $8 | $3,063-99.7% | $2,232-99.6% | $9,541-99.9% |