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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 | $9,893 | $84,684-88.3% | $73,835-86.6% | $125,388-92.1% |
| Participation rate | 62.5% | 76.8%-14.3pp | 73.4%-10.9pp | 83.2%-20.7pp |
| Annual return | -2.05% | 3123.93%-3126.0pp | 2268.13%-2270.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $810 | $3,123-74.1% | $2,788-70.9% | $4,866-83.4% |
| Participant deferral / active EE | $2,856 | $3,993-28.5% | $3,583-20.3% | $5,352-46.6% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,541-100.0% |