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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 | $6,764 | $138,075-95.1% | $123,552-94.5% | $135,379-95.0% |
| Participation rate | 64.3% | 84.7%-20.4pp | 82.3%-18.0pp | 82.6%-18.4pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,442 | $5,152-72.0% | $4,628-68.8% | $4,779-69.8% |
| Participant deferral / active EE | $3,315 | $6,800-51.2% | $6,426-48.4% | $5,609-40.9% |
| Admin fee / account holder | $193 | $10,917-98.2% | $9,285-97.9% | $10,828-98.2% |