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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 | $12,417 | $106,549-88.3% | $91,225-86.4% | $134,509-90.8% |
| Participation rate | 17.6% | 76.8%-59.2pp | 73.2%-55.6pp | 81.2%-63.6pp |
| Annual return | 0.00% | 160.73%-160.7pp | 114.10%-114.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $3,785 | $3,331+13.6% | $2,851+32.8% | $4,741-20.2% |
| Participant deferral / active EE | $9,067 | $4,719+92.1% | $4,234+114.1% | $6,400+41.7% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,427-100.0% |