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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 | $5,116 | $92,684-94.5% | $82,706-93.8% | $134,509-96.2% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | 0.00% | 945.84%-945.8pp | 701.76%-701.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $579 | $3,272-82.3% | $3,007-80.7% | $4,741-87.8% |
| Participant deferral / active EE | $1,265 | $4,800-73.7% | $4,394-71.2% | $6,400-80.2% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |