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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 | $4,373 | $99,009-95.6% | $86,581-94.9% | $147,585-97.0% |
| Participation rate | 40.0% | 76.3%-36.3pp | 73.5%-33.5pp | 82.8%-42.8pp |
| Annual return | 0.00% | 1312.70%-1312.7pp | 965.06%-965.1pp | 578.58%-578.6pp |
| Employer contribution / active EE | $280 | $3,132-91.0% | $2,840-90.1% | $4,876-94.2% |
| Participant deferral / active EE | $7,200 | $3,972+81.3% | $3,609+99.5% | $5,439+32.4% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |