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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 | $7,017 | $39,798-82.4% | $67,704-89.6% | $59,633-88.2% |
| Participation rate | 36.7% | 57.4%-20.7pp | 67.5%-30.9pp | 68.7%-32.0pp |
| Annual return | -1.56% | 89.94%-91.5pp | 25.41%-27.0pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $389 | $1,393-72.1% | $2,559-84.8% | $2,203-82.3% |
| Participant deferral / active EE | $1,261 | $2,335-46.0% | $3,585-64.8% | $3,192-60.5% |
| Admin fee / account holder | $0 | $3,212-100.0% | $4,255-100.0% | $4,297-100.0% |