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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 | $8,374 | $109,905-92.4% | $98,506-91.5% | $167,553-95.0% |
| Participation rate | 47.8% | 75.8%-28.0pp | 73.3%-25.5pp | 82.1%-34.3pp |
| Annual return | 0.00% | 1960.20%-1960.2pp | 1494.92%-1494.9pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,625 | $3,226-49.6% | $2,961-45.1% | $4,840-66.4% |
| Participant deferral / active EE | $2,211 | $4,674-52.7% | $4,277-48.3% | $6,343-65.1% |
| Admin fee / account holder | $154 | $6,760-97.7% | $5,955-97.4% | $12,316-98.7% |