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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 | $3,325 | $112,935-97.1% | $90,970-96.3% | $158,966-97.9% |
| Participation rate | 62.5% | 74.7%-12.2pp | 69.0%-6.5pp | 82.0%-19.5pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.58%-134.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,039 | $2,895-64.1% | $2,122-51.0% | $4,762-78.2% |
| Participant deferral / active EE | $1,484 | $4,129-64.1% | $3,373-56.0% | $5,983-75.2% |
| Admin fee / account holder | $4 | $8,045-99.9% | $5,960-99.9% | $11,250-100.0% |