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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 | $5,807 | $82,630-93.0% | $64,105-90.9% | $125,389-95.4% |
| Participation rate | 62.5% | 75.9%-13.4pp | 68.2%-5.7pp | 83.2%-20.7pp |
| Annual return | -2.58% | 1489.72%-1492.3pp | 791.24%-793.8pp | 282.24%-284.8pp |
| Employer contribution / active EE | $1,097 | $2,671-59.0% | $1,820-39.7% | $4,866-77.5% |
| Participant deferral / active EE | $1,491 | $3,608-58.7% | $2,822-47.2% | $5,352-72.1% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |