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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 | $3,185 | $110,551-97.1% | $80,741-96.1% | $167,536-98.1% |
| Participation rate | 44.4% | 64.0%-19.5pp | 54.2%-9.7pp | 82.1%-37.7pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $564 | $1,543-63.4% | $1,160-51.4% | $4,839-88.3% |
| Participant deferral / active EE | $812 | $2,870-71.7% | $2,145-62.1% | $6,342-87.2% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |