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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 | $6,471 | $197,819-96.7% | $155,789-95.8% | $125,389-94.8% |
| Participation rate | 47.4% | 82.1%-34.7pp | 76.1%-28.7pp | 83.2%-35.8pp |
| Annual return | -2.78% | 86.73%-89.5pp | 71.54%-74.3pp | 282.24%-285.0pp |
| Employer contribution / active EE | $853 | $4,850-82.4% | $3,839-77.8% | $4,866-82.5% |
| Participant deferral / active EE | $1,455 | $5,631-74.2% | $4,798-69.7% | $5,352-72.8% |
| Admin fee / account holder | $35 | $9,544-99.6% | $7,477-99.5% | $9,541-99.6% |