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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 | $12,813 | $29,716-56.9% | $56,077-77.2% | $80,925-84.2% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 13.88% | 35.30%-21.4pp | 1709.28%-1695.4pp | 35.65%-21.8pp |
| Employer contribution / active EE | $172 | $671-74.3% | $1,040-83.4% | $2,756-93.8% |
| Participant deferral / active EE | $475 | $1,228-61.3% | $1,954-75.7% | $4,299-88.9% |
| Admin fee / account holder | $152 | $2,432-93.7% | $2,825-94.6% | $6,940-97.8% |