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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 | $1,082 | $185,199-99.4% | $142,874-99.2% | $167,518-99.4% |
| Participation rate | 59.1% | 78.5%-19.4pp | 72.0%-12.9pp | 82.1%-23.0pp |
| Annual return | 0.00% | 8556.90%-8556.9pp | 5638.58%-5638.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $218 | $5,606-96.1% | $4,145-94.7% | $4,838-95.5% |
| Participant deferral / active EE | $513 | $4,495-88.6% | $3,838-86.6% | $6,342-91.9% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,561-100.0% | $12,312-100.0% |