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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 | $23,359 | $180,466-87.1% | $154,114-84.8% | $135,382-82.7% |
| Participation rate | 58.3% | 87.4%-29.1pp | 83.0%-24.7pp | 82.6%-24.3pp |
| Annual return | -2.16% | 888.15%-890.3pp | 735.16%-737.3pp | 519.77%-521.9pp |
| Employer contribution / active EE | $1,371 | $6,035-77.3% | $5,298-74.1% | $4,779-71.3% |
| Participant deferral / active EE | $3,448 | $5,806-40.6% | $5,081-32.1% | $5,609-38.5% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |