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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 | $14,541 | $160,059-90.9% | $140,019-89.6% | $135,379-89.3% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -7.34% | 911.44%-918.8pp | 651.15%-658.5pp | 519.79%-527.1pp |
| Employer contribution / active EE | $1,542 | $6,420-76.0% | $5,605-72.5% | $4,779-67.7% |
| Participant deferral / active EE | $2,834 | $7,641-62.9% | $6,927-59.1% | $5,609-49.5% |
| Admin fee / account holder | $102 | $13,328-99.2% | $10,705-99.0% | $10,828-99.1% |