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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 | $10,278 | $95,979-89.3% | $74,551-86.2% | $135,380-92.4% |
| Participation rate | 57.1% | 75.7%-18.5pp | 69.1%-12.0pp | 82.6%-25.5pp |
| Annual return | -4.91% | 56.97%-61.9pp | 32.53%-37.4pp | 519.81%-524.7pp |
| Employer contribution / active EE | $597 | $2,716-78.0% | $1,961-69.6% | $4,779-87.5% |
| Participant deferral / active EE | $2,021 | $3,844-47.4% | $3,108-35.0% | $5,609-64.0% |
| Admin fee / account holder | $13 | $6,522-99.8% | $5,059-99.7% | $10,828-99.9% |