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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 | $9,395 | $99,647-90.6% | $86,439-89.1% | $134,509-93.0% |
| Participation rate | 38.5% | 82.1%-43.6pp | 80.3%-41.9pp | 81.2%-42.8pp |
| Annual return | 0.00% | 6784.13%-6784.1pp | 4395.55%-4395.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,161 | $4,401-73.6% | $3,769-69.2% | $4,741-75.5% |
| Participant deferral / active EE | $3,168 | $7,246-56.3% | $6,952-54.4% | $6,400-50.5% |
| Admin fee / account holder | $0 | $8,373-100.0% | $6,732-100.0% | $11,427-100.0% |