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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 | $4,732 | $56,197-91.6% | $67,652-93.0% | $59,633-92.1% |
| Participation rate | 64.2% | 71.5%-7.3pp | 75.7%-11.5pp | 68.7%-4.5pp |
| Annual return | 0.00% | 18508.10%-18508.1pp | 6625.40%-6625.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,066 | $1,615-34.0% | $2,266-52.9% | $2,203-51.6% |
| Participant deferral / active EE | $2,123 | $2,844-25.3% | $3,560-40.4% | $3,192-33.5% |
| Admin fee / account holder | $45 | $3,958-98.9% | $4,821-99.1% | $4,297-99.0% |