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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 | $10,576 | $60,128-82.4% | $90,440-88.3% | $79,852-86.8% |
| Participation rate | 42.3% | 65.0%-22.7pp | 72.7%-30.4pp | 69.6%-27.3pp |
| Annual return | 0.00% | 71.95%-71.9pp | 1294.38%-1294.4pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,038 | $2,068-49.8% | $3,263-68.2% | $2,471-58.0% |
| Participant deferral / active EE | $2,704 | $2,939-8.0% | $3,964-31.8% | $3,740-27.7% |
| Admin fee / account holder | $230 | $3,977-94.2% | $5,615-95.9% | $5,306-95.7% |