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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 | $23,376 | $99,647-76.5% | $86,439-73.0% | $134,509-82.6% |
| Participation rate | 55.6% | 82.1%-26.5pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -20.48% | 6784.13%-6804.6pp | 4395.55%-4416.0pp | 418.13%-438.6pp |
| Employer contribution / active EE | $1,656 | $4,401-62.4% | $3,769-56.1% | $4,741-65.1% |
| Participant deferral / active EE | $4,536 | $7,246-37.4% | $6,952-34.7% | $6,400-29.1% |
| Admin fee / account holder | $80 | $8,373-99.0% | $6,732-98.8% | $11,427-99.3% |