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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 | $35,197 | $75,832-53.6% | $147,617-76.2% | $59,633-41.0% |
| Participation rate | 60.8% | 71.6%-10.8pp | 84.6%-23.9pp | 68.7%-7.9pp |
| Annual return | -0.69% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $1,479 | $3,485-57.6% | $5,564-73.4% | $2,203-32.9% |
| Participant deferral / active EE | $1,991 | $3,131-36.4% | $4,895-59.3% | $3,192-37.6% |
| Admin fee / account holder | $214 | $5,986-96.4% | $11,612-98.2% | $4,297-95.0% |