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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 | $3,776 | $82,630-95.4% | $64,105-94.1% | $125,389-97.0% |
| Participation rate | 40.0% | 75.9%-35.9pp | 68.2%-28.2pp | 83.2%-43.2pp |
| Annual return | -3.40% | 1489.72%-1493.1pp | 791.24%-794.6pp | 282.24%-285.6pp |
| Employer contribution / active EE | $414 | $2,671-84.5% | $1,820-77.2% | $4,866-91.5% |
| Participant deferral / active EE | $882 | $3,608-75.6% | $2,822-68.7% | $5,352-83.5% |
| Admin fee / account holder | $22 | $6,382-99.7% | $4,499-99.5% | $9,541-99.8% |