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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 | $26,089 | $209,425-87.5% | $178,499-85.4% | $158,966-83.6% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 0.00% | 188.80%-188.8pp | 151.10%-151.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,200 | $5,707-61.5% | $5,011-56.1% | $4,762-53.8% |
| Participant deferral / active EE | $8,690 | $5,955+45.9% | $5,202+67.0% | $5,983+45.2% |
| Admin fee / account holder | $48 | $17,078-99.7% | $13,986-99.7% | $11,250-99.6% |