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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 | $114,047-95.9% | $96,144-95.1% | $167,497-97.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 0.00% | 189.89%-189.9pp | 191.96%-192.0pp | 478.62%-478.6pp |
| Employer contribution / active EE | $795 | $3,427-76.8% | $2,797-71.6% | $4,838-83.6% |
| Participant deferral / active EE | $2,265 | $5,194-56.4% | $4,349-47.9% | $6,341-64.3% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,310-100.0% |