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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 | $10,867 | $138,072-92.1% | $123,549-91.2% | $135,382-92.0% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 0.00% | 153.69%-153.7pp | 119.20%-119.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,452 | $5,152-71.8% | $4,628-68.6% | $4,779-69.6% |
| Participant deferral / active EE | $4,355 | $6,799-36.0% | $6,426-32.2% | $5,609-22.4% |
| Admin fee / account holder | $25 | $10,917-99.8% | $9,284-99.7% | $10,829-99.8% |