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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 | $15,954 | $209,425-92.4% | $178,499-91.1% | $158,966-90.0% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 0.00% | 188.80%-188.8pp | 151.10%-151.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,178 | $5,707-79.4% | $5,011-76.5% | $4,762-75.3% |
| Participant deferral / active EE | $3,536 | $5,955-40.6% | $5,202-32.0% | $5,983-40.9% |
| Admin fee / account holder | $27 | $17,078-99.8% | $13,986-99.8% | $11,250-99.8% |