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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 | $7,023 | $76,522-90.8% | $56,033-87.5% | $145,884-95.2% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 14.56% | 3014.28%-2999.7pp | 1711.38%-1696.8pp | 551.85%-537.3pp |
| Employer contribution / active EE | $878 | $1,382-36.5% | $1,041-15.7% | $4,662-81.2% |
| Participant deferral / active EE | $1,343 | $2,624-48.8% | $1,954-31.2% | $6,690-79.9% |
| Admin fee / account holder | $132 | $3,328-96.0% | $2,827-95.3% | $13,392-99.0% |