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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 | $18,649 | $160,059-88.3% | $140,019-86.7% | $135,380-86.2% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.5%-29.2pp | 82.6%-24.3pp |
| Annual return | -8.77% | 911.48%-920.2pp | 651.17%-659.9pp | 519.81%-528.6pp |
| Employer contribution / active EE | $1,879 | $6,420-70.7% | $5,605-66.5% | $4,779-60.7% |
| Participant deferral / active EE | $2,736 | $7,641-64.2% | $6,927-60.5% | $5,609-51.2% |
| Admin fee / account holder | $33 | $13,328-99.8% | $10,705-99.7% | $10,828-99.7% |