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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 | $7,523 | $138,075-94.6% | $123,552-93.9% | $135,379-94.4% |
| Participation rate | 52.6% | 84.7%-32.1pp | 82.3%-29.7pp | 82.6%-30.0pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,649 | $6,800-31.6% | $6,426-27.7% | $5,609-17.1% |
| Admin fee / account holder | $16 | $10,917-99.9% | $9,285-99.8% | $10,828-99.9% |