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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 | $6,535 | $107,363-93.9% | $92,909-93.0% | $152,897-95.7% |
| Participation rate | 45.5% | 79.8%-34.3pp | 76.0%-30.6pp | 82.5%-37.0pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,031 | $4,222-75.6% | $3,653-71.8% | $4,764-78.4% |
| Participant deferral / active EE | $1,738 | $4,848-64.1% | $4,238-59.0% | $5,851-70.3% |
| Admin fee / account holder | $11 | $7,082-99.8% | $5,795-99.8% | $11,599-99.9% |