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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 | $2,435 | $88,815-97.3% | $81,882-97.0% | $145,897-98.3% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 0.00% | 1033.75%-1033.7pp | 779.47%-779.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $680 | $3,086-78.0% | $2,916-76.7% | $4,663-85.4% |
| Participant deferral / active EE | $923 | $4,647-80.1% | $4,323-78.6% | $6,689-86.2% |
| Admin fee / account holder | $261 | $8,434-96.9% | $7,360-96.5% | $13,390-98.1% |