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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 | $18,463 | $157,304-88.3% | $141,197-86.9% | $152,909-87.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,917 | $5,263-44.6% | $4,736-38.4% | $4,764-38.8% |
| Participant deferral / active EE | $9,000 | $7,111+26.6% | $6,710+34.1% | $5,851+53.8% |
| Admin fee / account holder | $45 | $12,126-99.6% | $10,265-99.6% | $11,601-99.6% |