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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 | $6,433 | $104,116-93.8% | $71,089-91.0% | $135,380-95.2% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.6%-4.6pp | 82.6%-32.6pp |
| Annual return | -7.47% | 1256.51%-1264.0pp | 650.65%-658.1pp | 519.81%-527.3pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,023 | $2,524-59.5% | $1,873-45.4% | $5,609-81.8% |
| Admin fee / account holder | $98 | $4,142-97.6% | $3,082-96.8% | $10,828-99.1% |