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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 | $13,432 | $150,412-91.1% | $120,574-88.9% | $145,884-90.8% |
| Participation rate | 68.4% | 78.8%-10.4pp | 71.9%-3.5pp | 80.3%-11.9pp |
| Annual return | 0.00% | 154.50%-154.5pp | 107.42%-107.4pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,730 | $4,355-60.3% | $3,471-50.2% | $4,662-62.9% |
| Participant deferral / active EE | $5,047 | $6,175-18.3% | $4,996+1.0% | $6,690-24.6% |
| Admin fee / account holder | $258 | $12,224-97.9% | $9,445-97.3% | $13,392-98.1% |