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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 | $18,596 | $180,459-89.7% | $154,108-87.9% | $135,380-86.3% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -4.75% | 888.21%-893.0pp | 735.21%-740.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $1,350 | $6,035-77.6% | $5,298-74.5% | $4,779-71.8% |
| Participant deferral / active EE | $3,737 | $5,806-35.6% | $5,081-26.4% | $5,609-33.4% |
| Admin fee / account holder | $93 | $16,145-99.4% | $13,411-99.3% | $10,828-99.1% |