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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 | $2,763 | $96,338-97.1% | $80,589-96.6% | $139,427-98.0% |
| Participation rate | 36.4% | 73.6%-37.3pp | 67.0%-30.6pp | 80.3%-44.0pp |
| Annual return | 0.00% | 1350.43%-1350.4pp | 935.83%-935.8pp | 373.27%-373.3pp |
| Employer contribution / active EE | $982 | $3,263-69.9% | $2,724-64.0% | $4,752-79.3% |
| Participant deferral / active EE | $1,473 | $5,234-71.9% | $4,449-66.9% | $6,711-78.0% |
| Admin fee / account holder | $84 | $6,600-98.7% | $5,379-98.4% | $11,404-99.3% |