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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 | $25,596 | $90,607-71.8% | $79,467-67.8% | $135,380-81.1% |
| Participation rate | 58.3% | 76.0%-17.7pp | 73.3%-15.0pp | 82.6%-24.3pp |
| Annual return | -7.53% | 977.74%-985.3pp | 718.30%-725.8pp | 519.81%-527.3pp |
| Employer contribution / active EE | $2,561 | $3,068-16.5% | $2,800-8.5% | $4,779-46.4% |
| Participant deferral / active EE | $4,027 | $4,050-0.6% | $3,704+8.7% | $5,609-28.2% |
| Admin fee / account holder | $21 | $5,895-99.6% | $5,104-99.6% | $10,828-99.8% |