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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 | $19,281 | $135,645-85.8% | $110,243-82.5% | $135,379-85.8% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.8%-79.8pp | 82.6%-82.6pp |
| Annual return | -8.32% | 513.24%-521.6pp | 314.76%-323.1pp | 519.79%-528.1pp |
| Employer contribution / active EE | $2,115 | $4,907-56.9% | $3,827-44.7% | $4,779-55.7% |
| Participant deferral / active EE | $4,418 | $5,507-19.8% | $4,672-5.4% | $5,609-21.2% |
| Admin fee / account holder | $14 | $11,458-99.9% | $8,548-99.8% | $10,828-99.9% |