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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 | $138,102-89.9% | $125,381-88.9% | $134,532-89.6% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,094 | $5,245-60.1% | $4,815-56.5% | $4,741-55.8% |
| Participant deferral / active EE | $10,925 | $7,801+40.1% | $7,448+46.7% | $6,401+70.7% |
| Admin fee / account holder | $49 | $11,568-99.6% | $10,007-99.5% | $11,429-99.6% |