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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 | $11,227 | $65,575-82.9% | $86,209-87.0% | $75,181-85.1% |
| Participation rate | 38.5% | 60.5%-22.0pp | 69.0%-30.5pp | 67.2%-28.7pp |
| Annual return | 0.00% | 46.07%-46.1pp | 1169.05%-1169.1pp | 160.69%-160.7pp |
| Employer contribution / active EE | $1,138 | $1,553-26.7% | $2,381-52.2% | $2,671-57.4% |
| Participant deferral / active EE | $1,469 | $3,023-51.4% | $3,986-63.2% | $4,126-64.4% |
| Admin fee / account holder | $219 | $5,470-96.0% | $6,853-96.8% | $5,650-96.1% |