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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 | $4,393 | $92,684-95.3% | $82,706-94.7% | $134,509-96.7% |
| Participation rate | 61.5% | 75.2%-13.7pp | 72.6%-11.0pp | 81.2%-19.7pp |
| Annual return | -20.47% | 945.84%-966.3pp | 701.76%-722.2pp | 418.13%-438.6pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,201 | $4,800-54.2% | $4,394-49.9% | $6,400-65.6% |
| Admin fee / account holder | $84 | $5,982-98.6% | $5,329-98.4% | $11,427-99.3% |