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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 | $9,784 | $138,076-92.9% | $123,553-92.1% | $135,380-92.8% |
| Participation rate | 54.5% | 84.7%-30.2pp | 82.3%-27.7pp | 82.6%-28.1pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,327 | $5,152-54.8% | $4,628-49.7% | $4,779-51.3% |
| Participant deferral / active EE | $3,490 | $6,800-48.7% | $6,426-45.7% | $5,609-37.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |