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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 | $15,135 | $82,630-81.7% | $64,105-76.4% | $125,393-87.9% |
| Participation rate | 64.7% | 75.9%-11.1pp | 68.2%-3.5pp | 83.2%-18.5pp |
| Annual return | -2.52% | 1489.72%-1492.2pp | 791.24%-793.8pp | 282.23%-284.8pp |
| Employer contribution / active EE | $798 | $2,671-70.1% | $1,820-56.1% | $4,866-83.6% |
| Participant deferral / active EE | $2,324 | $3,608-35.6% | $2,822-17.6% | $5,351-56.6% |
| Admin fee / account holder | $156 | $6,382-97.6% | $4,499-96.5% | $9,541-98.4% |