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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 | $5,541 | $97,761-94.3% | $83,850-93.4% | $135,382-95.9% |
| Participation rate | 35.7% | 80.0%-44.2pp | 76.1%-40.4pp | 82.6%-46.9pp |
| Annual return | 0.00% | 1287.44%-1287.4pp | 850.92%-850.9pp | 519.77%-519.8pp |
| Employer contribution / active EE | $812 | $4,222-80.8% | $3,631-77.6% | $4,779-83.0% |
| Participant deferral / active EE | $1,296 | $4,682-72.3% | $4,082-68.3% | $5,609-76.9% |
| Admin fee / account holder | $7 | $6,674-99.9% | $5,478-99.9% | $10,829-99.9% |