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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 | $10,882 | $82,630-86.8% | $64,105-83.0% | $125,388-91.3% |
| Participation rate | 22.2% | 75.9%-53.6pp | 68.2%-45.9pp | 83.2%-61.0pp |
| Annual return | -0.42% | 1489.72%-1490.1pp | 791.24%-791.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $504 | $2,671-81.1% | $1,820-72.3% | $4,866-89.6% |
| Participant deferral / active EE | $1,082 | $3,608-70.0% | $2,822-61.6% | $5,352-79.8% |
| Admin fee / account holder | $83 | $6,382-98.7% | $4,499-98.1% | $9,541-99.1% |