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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 | $6,052 | $56,682-89.3% | - | $135,382-95.5% |
| Participation rate | 66.7% | 68.0%-1.4pp | - | 82.6%-16.0pp |
| Annual return | 0.00% | 2615.76%-2615.8pp | - | 519.77%-519.8pp |
| Employer contribution / active EE | $1,925 | $2,734-29.6% | - | $4,779-59.7% |
| Participant deferral / active EE | $2,407 | $3,704-35.0% | - | $5,609-57.1% |
| Admin fee / account holder | $0 | $1,580-100.0% | - | $10,829-100.0% |