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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 | $9,208 | $45,152-79.6% | $73,836-87.5% | $59,633-84.6% |
| Participation rate | 25.0% | 64.0%-39.0pp | 73.4%-48.4pp | 68.7%-43.7pp |
| Annual return | -2.10% | 27.40%-29.5pp | 2268.06%-2270.2pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $750 | $2,573-70.8% | $3,583-79.1% | $3,192-76.5% |
| Admin fee / account holder | $43 | $3,515-98.8% | $4,882-99.1% | $4,297-99.0% |