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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 | $8,169 | $39,028-79.1% | $80,741-89.9% | $85,856-90.5% |
| Participation rate | 6.8% | 41.6%-34.7pp | 54.2%-47.3pp | 69.3%-62.5pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.30%-87.3pp | 318.58%-318.6pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $546 | $1,326-58.8% | $2,145-74.6% | $3,952-86.2% |
| Admin fee / account holder | $0 | $2,429-100.0% | $3,380-100.0% | $6,261-100.0% |