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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 | $16,515 | $226,135-92.7% | $182,558-91.0% | $152,909-89.2% |
| Participation rate | 20.0% | 82.5%-62.5pp | 78.0%-58.0pp | 82.5%-62.5pp |
| Annual return | 0.00% | 192.60%-192.6pp | 148.59%-148.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,120 | $6,371-51.0% | $5,526-43.5% | $5,851-46.7% |
| Admin fee / account holder | $19 | $10,707-99.8% | $8,594-99.8% | $11,601-99.8% |