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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 | $10,045 | $138,076-92.7% | $123,553-91.9% | $135,380-92.6% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,962 | $5,152-42.5% | $4,628-36.0% | $4,779-38.0% |
| Participant deferral / active EE | $4,172 | $6,800-38.6% | $6,426-35.1% | $5,609-25.6% |
| Admin fee / account holder | $48 | $10,917-99.6% | $9,284-99.5% | $10,828-99.6% |