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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 | $9,907 | $107,941-90.8% | $91,994-89.2% | $152,909-93.5% |
| Participation rate | 35.0% | 81.2%-46.2pp | 78.6%-43.6pp | 82.5%-47.5pp |
| Annual return | 0.00% | 89.28%-89.3pp | 69.04%-69.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,428 | $4,212-66.1% | $3,453-58.7% | $4,764-70.0% |
| Participant deferral / active EE | $1,878 | $6,366-70.5% | $5,924-68.3% | $5,851-67.9% |
| Admin fee / account holder | $13 | $10,521-99.9% | $7,744-99.8% | $11,601-99.9% |