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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 | $11,801 | $157,304-92.5% | $141,197-91.6% | $152,909-92.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,404 | $5,263-35.3% | $4,736-28.1% | $4,764-28.5% |
| Participant deferral / active EE | $3,877 | $7,111-45.5% | $6,710-42.2% | $5,851-33.7% |
| Admin fee / account holder | $21 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |