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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 | $15,928 | $96,643-83.5% | $86,617-81.6% | $139,456-88.6% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 0.00% | 106.57%-106.6pp | 591.91%-591.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $2,250 | $3,264-31.1% | $3,023-25.6% | $4,753-52.7% |
| Participant deferral / active EE | $7,704 | $4,835+59.3% | $4,437+73.6% | $6,711+14.8% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |