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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 | $7,314 | $176,120-95.8% | $159,487-95.4% | $167,553-95.6% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,360 | $5,299-74.3% | $4,831-71.9% | $4,840-71.9% |
| Participant deferral / active EE | $4,213 | $7,752-45.7% | $7,354-42.7% | $6,343-33.6% |
| Admin fee / account holder | $70 | $12,561-99.4% | $10,804-99.3% | $12,316-99.4% |