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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 | $18,615 | $135,639-86.3% | $110,241-83.1% | $135,382-86.3% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | -7.00% | 513.21%-520.2pp | 314.75%-321.7pp | 519.77%-526.8pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,755 | $5,507+4.5% | $4,672+23.2% | $5,609+2.6% |
| Admin fee / account holder | $102 | $11,457-99.1% | $8,548-98.8% | $10,829-99.1% |