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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 | $7,853 | $84,684-90.7% | $73,835-89.4% | $125,388-93.7% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -0.92% | 3123.93%-3124.9pp | 2268.13%-2269.0pp | 282.24%-283.2pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $964 | $3,993-75.9% | $3,583-73.1% | $5,352-82.0% |
| Admin fee / account holder | $67 | $5,691-98.8% | $4,880-98.6% | $9,541-99.3% |