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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 | $8,661 | $144,130-94.0% | $117,861-92.7% | $147,586-94.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 0.00% | 531.20%-531.2pp | 335.11%-335.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,739 | $4,897-64.5% | $3,786-54.1% | $4,876-64.3% |
| Participant deferral / active EE | $2,270 | $5,316-57.3% | $4,482-49.4% | $5,439-58.3% |
| Admin fee / account holder | $31 | $10,887-99.7% | $8,021-99.6% | $10,886-99.7% |