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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 | $18,019 | $92,766-80.6% | $82,763-78.2% | $134,545-86.6% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-8.9pp | 81.2%-17.6pp |
| Annual return | -19.95% | 946.97%-966.9pp | 702.45%-722.4pp | 418.37%-438.3pp |
| Employer contribution / active EE | $2,285 | $3,273-30.2% | $3,008-24.1% | $4,742-51.8% |
| Participant deferral / active EE | $3,648 | $4,802-24.0% | $4,395-17.0% | $6,401-43.0% |
| Admin fee / account holder | $56 | $5,978-99.1% | $5,325-99.0% | $11,431-99.5% |