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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 | $6,736 | $135,645-95.0% | $110,243-93.9% | $135,380-95.0% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | 0.00% | 513.24%-513.2pp | 314.76%-314.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,834 | $4,907-62.6% | $3,827-52.1% | $4,779-61.6% |
| Participant deferral / active EE | $3,840 | $5,507-30.3% | $4,672-17.8% | $5,609-31.5% |
| Admin fee / account holder | $117 | $11,458-99.0% | $8,548-98.6% | $10,828-98.9% |