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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 | $9,062 | $135,645-93.3% | $110,243-91.8% | $135,380-93.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | 0.00% | 513.24%-513.2pp | 314.76%-314.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,093 | $4,907-57.3% | $3,827-45.3% | $4,779-56.2% |
| Participant deferral / active EE | $4,410 | $5,507-19.9% | $4,672-5.6% | $5,609-21.4% |
| Admin fee / account holder | $22 | $11,458-99.8% | $8,548-99.7% | $10,828-99.8% |