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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 | $8,881 | $106,923-91.7% | $84,023-89.4% | $152,909-94.2% |
| Participation rate | 43.8% | 75.3%-31.5pp | 69.0%-25.3pp | 82.5%-38.7pp |
| Annual return | 0.00% | 105.02%-105.0pp | 71.32%-71.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,774 | $4,013-6.0% | $3,239+16.5% | $5,851-35.5% |
| Admin fee / account holder | $8 | $8,289-99.9% | $6,102-99.9% | $11,601-99.9% |