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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 | $11,293 | $138,076-91.8% | $123,553-90.9% | $135,380-91.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $931 | $5,152-81.9% | $4,628-79.9% | $4,779-80.5% |
| Participant deferral / active EE | $7,153 | $6,800+5.2% | $6,426+11.3% | $5,609+27.5% |
| Admin fee / account holder | $8 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |