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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 | $9,749 | $138,114-92.9% | $125,391-92.2% | $134,545-92.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.81% | 750.88%-770.7pp | 572.41%-592.2pp | 418.37%-438.2pp |
| Employer contribution / active EE | $2,348 | $5,246-55.2% | $4,816-51.2% | $4,742-50.5% |
| Participant deferral / active EE | $3,125 | $7,801-59.9% | $7,448-58.0% | $6,401-51.2% |
| Admin fee / account holder | $182 | $11,570-98.4% | $10,009-98.2% | $11,431-98.4% |