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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 | $88,754-97.3% | $81,820-97.0% | $145,877-98.3% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 0.00% | 1031.77%-1031.8pp | 777.93%-777.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $680 | $3,085-77.9% | $2,915-76.7% | $4,663-85.4% |
| Participant deferral / active EE | $923 | $4,648-80.1% | $4,323-78.6% | $6,691-86.2% |
| Admin fee / account holder | $261 | $8,424-96.9% | $7,391-96.5% | $13,402-98.1% |