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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 | $7,356 | $84,741-91.3% | $75,731-90.3% | $167,553-95.6% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.8%-17.7pp | 82.1%-25.0pp |
| Annual return | 0.00% | 199.72%-199.7pp | 104.65%-104.6pp | 478.89%-478.9pp |
| Employer contribution / active EE | $720 | $3,230-77.7% | $2,743-73.7% | $4,840-85.1% |
| Participant deferral / active EE | $1,070 | $4,577-76.6% | $3,820-72.0% | $6,343-83.1% |
| Admin fee / account holder | $0 | $5,361-100.0% | $3,620-100.0% | $12,316-100.0% |