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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 | $8,804 | $217,432-96.0% | $185,849-95.3% | $167,536-94.7% |
| Participation rate | 55.6% | 86.1%-30.5pp | 81.7%-26.2pp | 82.1%-26.6pp |
| Annual return | 0.00% | 148.42%-148.4pp | 122.10%-122.1pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,601 | $5,875-72.7% | $5,169-69.0% | $4,839-66.9% |
| Participant deferral / active EE | $3,895 | $6,357-38.7% | $5,569-30.1% | $6,342-38.6% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |