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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 | $27,590 | $27,924-1.2% | $58,544-52.9% | $75,181-63.3% |
| Participation rate | 3.4% | 38.8%-35.4pp | 50.9%-47.4pp | 67.2%-63.8pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4249.56%-4249.6pp | 160.69%-160.7pp |
| Employer contribution / active EE | $149 | $669-77.7% | $1,053-85.9% | $2,671-94.4% |
| Participant deferral / active EE | $724 | $1,202-39.7% | $1,923-62.3% | $4,126-82.4% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,520-100.0% | $5,650-100.0% |