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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 | $26,608 | $160,059-83.4% | $140,019-81.0% | $135,382-80.3% |
| Participation rate | 63.2% | 88.5%-25.4pp | 87.5%-24.3pp | 82.6%-19.5pp |
| Annual return | -6.44% | 911.44%-917.9pp | 651.15%-657.6pp | 519.77%-526.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,117 | $7,641-46.1% | $6,927-40.6% | $5,609-26.6% |
| Admin fee / account holder | $265 | $13,328-98.0% | $10,705-97.5% | $10,829-97.5% |