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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 | $19,015 | $183,988-89.7% | $162,177-88.3% | $152,897-87.6% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.6%-54.2pp | 82.5%-49.1pp |
| Annual return | 0.00% | 150.79%-150.8pp | 115.60%-115.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,500 | $6,370-76.5% | $5,613-73.3% | $4,764-68.5% |
| Participant deferral / active EE | $4,500 | $8,032-44.0% | $7,297-38.3% | $5,851-23.1% |
| Admin fee / account holder | $38 | $13,123-99.7% | $10,843-99.7% | $11,599-99.7% |