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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 | $28,048 | $84,685-66.9% | $73,836-62.0% | $125,389-77.6% |
| Participation rate | 33.3% | 76.8%-43.4pp | 73.4%-40.1pp | 83.2%-49.9pp |
| Annual return | -0.45% | 3123.80%-3124.2pp | 2268.06%-2268.5pp | 282.24%-282.7pp |
| Employer contribution / active EE | $2,270 | $3,123-27.3% | $2,787-18.6% | $4,866-53.4% |
| Participant deferral / active EE | $2,270 | $3,993-43.1% | $3,583-36.7% | $5,352-57.6% |
| Admin fee / account holder | $23 | $5,694-99.6% | $4,882-99.5% | $9,541-99.8% |