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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 | $13,970 | $138,078-89.9% | $125,363-88.9% | $134,509-89.6% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,094 | $5,245-60.1% | $4,815-56.5% | $4,741-55.8% |
| Participant deferral / active EE | $10,925 | $7,800+40.1% | $7,447+46.7% | $6,400+70.7% |
| Admin fee / account holder | $49 | $11,566-99.6% | $10,005-99.5% | $11,427-99.6% |