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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 | $3,831 | $104,106-96.3% | $71,086-94.6% | $135,379-97.2% |
| Participation rate | 14.3% | 65.7%-51.4pp | 54.7%-40.4pp | 82.6%-68.4pp |
| Annual return | -12.29% | 1256.30%-1268.6pp | 650.59%-662.9pp | 519.79%-532.1pp |
| Employer contribution / active EE | $105 | $1,485-92.9% | $1,088-90.3% | $4,779-97.8% |
| Participant deferral / active EE | $105 | $2,527-95.8% | $1,874-94.4% | $5,609-98.1% |
| Admin fee / account holder | $42 | $4,142-99.0% | $3,082-98.6% | $10,828-99.6% |