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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 | $8,649 | $100,895-91.4% | $90,430-90.4% | $158,950-94.6% |
| Participation rate | 35.3% | 75.0%-39.7pp | 72.7%-37.4pp | 82.0%-46.7pp |
| Annual return | 0.00% | 1725.54%-1725.5pp | 1293.73%-1293.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $784 | $3,689-78.8% | $3,262-76.0% | $4,762-83.5% |
| Participant deferral / active EE | $2,095 | $4,347-51.8% | $3,963-47.1% | $5,983-65.0% |
| Admin fee / account holder | $19 | $6,505-99.7% | $5,613-99.7% | $11,248-99.8% |