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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 | $13,735 | $180,459-92.4% | $154,108-91.1% | $135,380-89.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -6.41% | 888.21%-894.6pp | 735.21%-741.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $3,213 | $6,035-46.8% | $5,298-39.4% | $4,779-32.8% |
| Participant deferral / active EE | $5,009 | $5,806-13.7% | $5,081-1.4% | $5,609-10.7% |
| Admin fee / account holder | $292 | $16,145-98.2% | $13,411-97.8% | $10,828-97.3% |