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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 | $15,951 | $176,120-90.9% | $159,487-90.0% | $167,553-90.5% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $3,500 | $5,299-34.0% | $4,831-27.6% | $4,840-27.7% |
| Participant deferral / active EE | $4,375 | $7,752-43.6% | $7,354-40.5% | $6,343-31.0% |
| Admin fee / account holder | $6 | $12,561-100.0% | $10,804-99.9% | $12,316-100.0% |