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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 | $1,505 | $57,312-97.4% | $86,617-98.3% | $75,181-98.0% |
| Participation rate | 63.0% | 63.2%-0.2pp | 71.7%-8.7pp | 67.2%-4.2pp |
| Annual return | 0.00% | 2672.78%-2672.8pp | 591.91%-591.9pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $997 | $3,319-70.0% | $4,437-77.5% | $4,126-75.8% |
| Admin fee / account holder | $15 | $4,114-99.6% | $5,613-99.7% | $5,650-99.7% |