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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 | $7,896 | $176,688-95.5% | $130,660-94.0% | $152,909-94.8% |
| Participation rate | 33.3% | 79.0%-45.6pp | 71.7%-38.4pp | 82.5%-49.1pp |
| Annual return | 0.00% | 2693.08%-2693.1pp | 1709.29%-1709.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,415 | $5,743-75.4% | $4,092-65.4% | $4,764-70.3% |
| Participant deferral / active EE | $3,445 | $4,362-21.0% | $3,603-4.4% | $5,851-41.1% |
| Admin fee / account holder | $17 | $7,131-99.8% | $5,463-99.7% | $11,601-99.9% |