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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 | $5,168 | $109,905-95.3% | $98,506-94.8% | $167,553-96.9% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 0.00% | 1960.20%-1960.2pp | 1494.92%-1494.9pp | 478.89%-478.9pp |
| Employer contribution / active EE | $771 | $3,226-76.1% | $2,961-74.0% | $4,840-84.1% |
| Participant deferral / active EE | $910 | $4,674-80.5% | $4,277-78.7% | $6,343-85.7% |
| Admin fee / account holder | $5 | $6,760-99.9% | $5,955-99.9% | $12,316-100.0% |