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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 | $4,528 | $106,551-95.8% | $91,225-95.0% | $134,532-96.6% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | 0.00% | 160.78%-160.8pp | 114.12%-114.1pp | 418.27%-418.3pp |
| Employer contribution / active EE | $948 | $3,331-71.5% | $2,851-66.7% | $4,741-80.0% |
| Participant deferral / active EE | $1,358 | $4,718-71.2% | $4,233-67.9% | $6,401-78.8% |
| Admin fee / account holder | $7 | $6,234-99.9% | $5,422-99.9% | $11,429-99.9% |