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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 | $35,873 | $142,361-74.8% | $119,608-70.0% | $134,509-73.3% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,767 | $5,224-66.2% | $4,232-58.3% | $4,741-62.7% |
| Participant deferral / active EE | $10,193 | $6,468+57.6% | $5,601+82.0% | $6,400+59.3% |
| Admin fee / account holder | $50 | $13,588-99.6% | $10,326-99.5% | $11,427-99.6% |