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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 | $12,767 | $109,372-88.3% | $89,414-85.7% | $158,966-92.0% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.0%-10.8pp | 82.0%-24.8pp |
| Annual return | 0.00% | 345.55%-345.6pp | 245.50%-245.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,300 | $3,171-59.0% | $2,586-49.7% | $4,762-72.7% |
| Participant deferral / active EE | $7,347 | $4,598+59.8% | $3,890+88.9% | $5,983+22.8% |
| Admin fee / account holder | $6 | $6,156-99.9% | $4,883-99.9% | $11,250-100.0% |