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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 | $13,347 | $138,102-90.3% | $125,381-89.4% | $134,532-90.1% |
| Participation rate | 56.3% | 84.5%-28.2pp | 82.4%-26.1pp | 81.2%-25.0pp |
| Annual return | -19.37% | 750.73%-770.1pp | 572.31%-591.7pp | 418.27%-437.6pp |
| Employer contribution / active EE | $1,386 | $5,245-73.6% | $4,815-71.2% | $4,741-70.8% |
| Participant deferral / active EE | $3,888 | $7,801-50.2% | $7,448-47.8% | $6,401-39.3% |
| Admin fee / account holder | $64 | $11,568-99.4% | $10,007-99.4% | $11,429-99.4% |