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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 | $7,722 | $176,120-95.6% | $159,487-95.2% | $167,553-95.4% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $3,452 | $5,299-34.9% | $4,831-28.6% | $4,840-28.7% |
| Participant deferral / active EE | $3,945 | $7,752-49.1% | $7,354-46.4% | $6,343-37.8% |
| Admin fee / account holder | $10 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |