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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 | $14,121 | $97,761-85.6% | $83,850-83.2% | $135,382-89.6% |
| Participation rate | 55.6% | 80.0%-24.4pp | 76.1%-20.6pp | 82.6%-27.1pp |
| Annual return | -9.48% | 1287.44%-1296.9pp | 850.92%-860.4pp | 519.77%-529.2pp |
| Employer contribution / active EE | $1,071 | $4,222-74.6% | $3,631-70.5% | $4,779-77.6% |
| Participant deferral / active EE | $2,884 | $4,682-38.4% | $4,082-29.4% | $5,609-48.6% |
| Admin fee / account holder | $7 | $6,674-99.9% | $5,478-99.9% | $10,829-99.9% |