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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 | $9,673 | $190,916-94.9% | $160,037-94.0% | $134,545-92.8% |
| Participation rate | 68.4% | 82.0%-13.5pp | 78.0%-9.6pp | 81.2%-12.8pp |
| Annual return | -20.09% | 552.79%-572.9pp | 408.95%-429.0pp | 418.37%-438.5pp |
| Employer contribution / active EE | $1,273 | $4,996-74.5% | $4,226-69.9% | $4,742-73.2% |
| Participant deferral / active EE | $1,813 | $6,925-73.8% | $6,184-70.7% | $6,401-71.7% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |