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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 | $7,922 | $111,830-92.9% | $93,696-91.5% | $145,884-94.6% |
| Participation rate | 61.5% | 74.2%-12.7pp | 68.7%-7.2pp | 80.3%-18.8pp |
| Annual return | 0.00% | 204.08%-204.1pp | 133.74%-133.7pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,556 | $3,093-49.7% | $2,422-35.8% | $4,662-66.6% |
| Participant deferral / active EE | $3,179 | $4,920-35.4% | $4,417-28.0% | $6,690-52.5% |
| Admin fee / account holder | $14 | $10,249-99.9% | $8,287-99.8% | $13,392-99.9% |