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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 | $8,958 | $226,046-96.0% | $182,508-95.1% | $152,870-94.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 0.00% | 192.52%-192.5pp | 148.54%-148.5pp | 345.34%-345.3pp |
| Employer contribution / active EE | $1,765 | $4,977-64.5% | $4,075-56.7% | $4,763-62.9% |
| Participant deferral / active EE | $3,794 | $6,368-40.4% | $5,525-31.3% | $5,850-35.1% |
| Admin fee / account holder | $16 | $10,704-99.9% | $8,592-99.8% | $11,597-99.9% |