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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 | $4,729 | $114,130-95.9% | $96,192-95.1% | $167,553-97.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 0.00% | 190.07%-190.1pp | 192.09%-192.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $795 | $3,431-76.8% | $2,799-71.6% | $4,840-83.6% |
| Participant deferral / active EE | $2,265 | $5,198-56.4% | $4,351-47.9% | $6,343-64.3% |
| Admin fee / account holder | $0 | $6,901-100.0% | $5,539-100.0% | $12,316-100.0% |