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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 | $16,086 | $85,766-81.2% | $136,298-88.2% | $70,126-77.1% |
| Participation rate | 63.0% | 74.2%-11.2pp | 81.9%-19.0pp | 69.5%-6.6pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,308 | $2,966-22.2% | $4,696-50.8% | $2,343-1.5% |
| Participant deferral / active EE | $3,079 | $5,051-39.1% | $6,247-50.7% | $3,332-7.6% |
| Admin fee / account holder | $64 | $5,421-98.8% | $9,244-99.3% | $4,645-98.6% |