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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 | $5,551 | $73,421-92.4% | $66,439-91.6% | $155,188-96.4% |
| Participation rate | 66.7% | 79.7%-13.0pp | 74.5%-7.8pp | 80.8%-14.1pp |
| Annual return | 0.00% | 1382.37%-1382.4pp | 757.66%-757.7pp | 148.84%-148.8pp |
| Employer contribution / active EE | $1,667 | $3,039-45.2% | $2,637-36.8% | $4,248-60.8% |
| Participant deferral / active EE | $1,867 | $4,680-60.1% | $3,876-51.8% | $6,531-71.4% |
| Admin fee / account holder | $66 | $8,856-99.3% | $6,173-98.9% | $14,480-99.5% |