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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 | $21,273 | $180,462-88.2% | $154,111-86.2% | $135,379-84.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -5.71% | 888.17%-893.9pp | 735.18%-740.9pp | 519.79%-525.5pp |
| Employer contribution / active EE | $2,160 | $6,036-64.2% | $5,298-59.2% | $4,779-54.8% |
| Participant deferral / active EE | $4,556 | $5,806-21.5% | $5,081-10.3% | $5,609-18.8% |
| Admin fee / account holder | $103 | $16,145-99.4% | $13,411-99.2% | $10,828-99.0% |