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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 | $5,569 | $152,527-96.3% | $117,490-95.3% | $134,493-95.9% |
| Participation rate | 36.4% | 77.1%-40.7pp | 70.6%-34.2pp | 81.2%-44.9pp |
| Annual return | -8.93% | 53.00%-61.9pp | 29.75%-38.7pp | 418.01%-426.9pp |
| Employer contribution / active EE | $0 | $5,572-100.0% | $4,177-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $749 | $4,818-84.5% | $4,071-81.6% | $6,400-88.3% |
| Admin fee / account holder | $11 | $7,005-99.8% | $5,646-99.8% | $11,425-99.9% |