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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 | $10,142 | $82,630-87.7% | $64,105-84.2% | $125,389-91.9% |
| Participation rate | 27.3% | 75.9%-48.6pp | 68.2%-40.9pp | 83.2%-55.9pp |
| Annual return | -1.56% | 1489.72%-1491.3pp | 791.24%-792.8pp | 282.24%-283.8pp |
| Employer contribution / active EE | $319 | $2,671-88.1% | $1,820-82.5% | $4,866-93.4% |
| Participant deferral / active EE | $1,943 | $3,608-46.1% | $2,822-31.1% | $5,352-63.7% |
| Admin fee / account holder | $50 | $6,382-99.2% | $4,499-98.9% | $9,541-99.5% |