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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 | $8,991 | $97,761-90.8% | $83,850-89.3% | $135,382-93.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | 0.00% | 1287.44%-1287.4pp | 850.92%-850.9pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,731 | $4,222-59.0% | $3,631-52.3% | $4,779-63.8% |
| Participant deferral / active EE | $6,160 | $4,682+31.6% | $4,082+50.9% | $5,609+9.8% |
| Admin fee / account holder | $10 | $6,674-99.8% | $5,478-99.8% | $10,829-99.9% |