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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 | $19,209 | $226,090-91.5% | $182,531-89.5% | $152,885-87.4% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.0%-22.4pp | 82.5%-26.9pp |
| Annual return | 0.00% | 192.57%-192.6pp | 148.57%-148.6pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,069 | $4,978-78.5% | $4,075-73.8% | $4,763-77.6% |
| Participant deferral / active EE | $3,708 | $6,369-41.8% | $5,525-32.9% | $5,851-36.6% |
| Admin fee / account holder | $34 | $10,705-99.7% | $8,593-99.6% | $11,598-99.7% |