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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 | $13,501 | $97,732-86.2% | $83,831-83.9% | $135,380-90.0% |
| Participation rate | 61.5% | 80.0%-18.4pp | 76.1%-14.6pp | 82.6%-21.1pp |
| Annual return | -9.10% | 1287.56%-1296.7pp | 850.99%-860.1pp | 519.81%-528.9pp |
| Employer contribution / active EE | $1,388 | $4,222-67.1% | $3,631-61.8% | $4,779-71.0% |
| Participant deferral / active EE | $1,388 | $4,683-70.4% | $4,082-66.0% | $5,609-75.3% |
| Admin fee / account holder | $62 | $6,675-99.1% | $5,479-98.9% | $10,828-99.4% |