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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 | $14,258 | $111,535-87.2% | $105,223-86.4% | $137,256-89.6% |
| Participation rate | 41.2% | 78.1%-36.9pp | 75.0%-33.9pp | 80.0%-38.8pp |
| Annual return | 0.00% | 237.85%-237.9pp | 180.65%-180.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,382 | $3,939-64.9% | $3,689-62.5% | $4,156-66.8% |
| Participant deferral / active EE | $4,719 | $5,500-14.2% | $5,072-7.0% | $6,407-26.4% |
| Admin fee / account holder | $2 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |