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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,567 | $75,832-91.3% | $147,617-95.6% | $59,633-89.0% |
| Participation rate | 62.5% | 71.6%-9.1pp | 84.6%-22.1pp | 68.7%-6.2pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,510 | $3,485-56.7% | $5,564-72.9% | $2,203-31.4% |
| Participant deferral / active EE | $2,876 | $3,131-8.1% | $4,895-41.2% | $3,192-9.9% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |