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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 | $7,091 | $168,635-95.8% | $147,617-95.2% | $125,389-94.3% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -2.47% | 77.65%-80.1pp | 61.98%-64.5pp | 282.24%-284.7pp |
| Employer contribution / active EE | $2,093 | $6,252-66.5% | $5,564-62.4% | $4,866-57.0% |
| Participant deferral / active EE | $5,243 | $5,507-4.8% | $4,895+7.1% | $5,352-2.0% |
| Admin fee / account holder | $9 | $13,580-99.9% | $11,612-99.9% | $9,541-99.9% |