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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 | $6,452 | $84,685-92.4% | $73,836-91.3% | $125,389-94.9% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.4%-13.4pp | 83.2%-23.2pp |
| Annual return | 0.00% | 3123.80%-3123.8pp | 2268.06%-2268.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,494 | $3,123-52.2% | $2,787-46.4% | $4,866-69.3% |
| Participant deferral / active EE | $2,525 | $3,993-36.8% | $3,583-29.5% | $5,352-52.8% |
| Admin fee / account holder | $33 | $5,694-99.4% | $4,882-99.3% | $9,541-99.7% |