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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 | $16,133 | $106,549-84.9% | $91,225-82.3% | $134,509-88.0% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -20.96% | 160.73%-181.7pp | 114.10%-135.1pp | 418.13%-439.1pp |
| Employer contribution / active EE | $1,331 | $3,331-60.1% | $2,851-53.3% | $4,741-71.9% |
| Participant deferral / active EE | $1,904 | $4,719-59.7% | $4,234-55.0% | $6,400-70.3% |
| Admin fee / account holder | $61 | $6,234-99.0% | $5,422-98.9% | $11,427-99.5% |