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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 | $19,524 | $197,819-90.1% | $155,789-87.5% | $125,389-84.4% |
| Participation rate | 69.2% | 82.1%-12.9pp | 76.1%-6.9pp | 83.2%-14.0pp |
| Annual return | -3.42% | 86.73%-90.2pp | 71.54%-75.0pp | 282.24%-285.7pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,208 | $5,631-43.0% | $4,798-33.1% | $5,352-40.1% |
| Admin fee / account holder | $139 | $9,544-98.5% | $7,477-98.1% | $9,541-98.5% |