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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 | $24,249 | $92,766-73.9% | $82,763-70.7% | $134,545-82.0% |
| Participation rate | 61.5% | 75.2%-13.7pp | 72.6%-11.0pp | 81.2%-19.7pp |
| Annual return | -15.99% | 946.97%-963.0pp | 702.45%-718.4pp | 418.37%-434.4pp |
| Employer contribution / active EE | $534 | $3,273-83.7% | $3,008-82.2% | $4,742-88.7% |
| Participant deferral / active EE | $1,027 | $4,802-78.6% | $4,395-76.6% | $6,401-84.0% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |