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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 | $4,736 | $112,915-95.8% | $90,965-94.8% | $158,950-97.0% |
| Participation rate | 56.3% | 74.7%-18.5pp | 69.0%-12.8pp | 82.0%-25.7pp |
| Annual return | 0.00% | 215.75%-215.8pp | 134.57%-134.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,093 | $2,894-62.2% | $2,122-48.5% | $4,762-77.1% |
| Participant deferral / active EE | $1,228 | $4,128-70.3% | $3,373-63.6% | $5,983-79.5% |
| Admin fee / account holder | $8 | $8,044-99.9% | $5,960-99.9% | $11,248-99.9% |