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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 | $16,572 | $165,399-90.0% | $149,745-88.9% | $158,982-89.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $3,445 | $5,105-32.5% | $4,646-25.8% | $4,763-27.7% |
| Participant deferral / active EE | $6,925 | $7,183-3.6% | $6,843+1.2% | $5,983+15.7% |
| Admin fee / account holder | $8 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |