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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 | $10,528 | $96,361-89.1% | $80,607-86.9% | $139,456-92.5% |
| Participation rate | 30.8% | 73.6%-42.9pp | 67.0%-36.2pp | 80.3%-49.6pp |
| Annual return | 0.00% | 1350.95%-1350.9pp | 936.11%-936.1pp | 373.45%-373.4pp |
| Employer contribution / active EE | $770 | $3,262-76.4% | $2,724-71.7% | $4,753-83.8% |
| Participant deferral / active EE | $2,259 | $5,232-56.8% | $4,448-49.2% | $6,711-66.3% |
| Admin fee / account holder | $215 | $6,601-96.7% | $5,379-96.0% | $11,407-98.1% |