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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 | $9,694 | $52,519-81.5% | $155,789-93.8% | $59,633-83.7% |
| Participation rate | 48.9% | 61.7%-12.8pp | 76.1%-27.2pp | 68.7%-19.7pp |
| Annual return | -1.31% | 53.51%-54.8pp | 71.54%-72.8pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $1,157 | $1,589-27.2% | $3,839-69.9% | $2,203-47.5% |
| Participant deferral / active EE | $1,931 | $3,084-37.4% | $4,798-59.8% | $3,192-39.5% |
| Admin fee / account holder | $63 | $3,540-98.2% | $7,477-99.2% | $4,297-98.5% |