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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 | $1,689 | $156,963-98.9% | $121,204-98.6% | $139,466-98.8% |
| Participation rate | 46.7% | 76.5%-29.8pp | 69.5%-22.9pp | 80.3%-33.7pp |
| Annual return | 0.00% | 1476.75%-1476.7pp | 987.18%-987.2pp | 373.66%-373.7pp |
| Employer contribution / active EE | $312 | $5,544-94.4% | $4,170-92.5% | $4,754-93.4% |
| Participant deferral / active EE | $424 | $4,848-91.2% | $4,083-89.6% | $6,712-93.7% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |