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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 | $3,992 | $111,785-96.4% | $93,669-95.7% | $145,877-97.3% |
| Participation rate | 56.3% | 74.2%-18.0pp | 68.7%-12.5pp | 80.3%-24.1pp |
| Annual return | 0.00% | 203.79%-203.8pp | 133.59%-133.6pp | 551.28%-551.3pp |
| Employer contribution / active EE | $1,545 | $3,096-50.1% | $2,424-36.2% | $4,663-66.9% |
| Participant deferral / active EE | $1,688 | $4,919-65.7% | $4,416-61.8% | $6,691-74.8% |
| Admin fee / account holder | $162 | $10,256-98.4% | $8,291-98.0% | $13,402-98.8% |