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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 | $11,344 | $84,685-86.6% | $73,836-84.6% | $125,389-91.0% |
| Participation rate | 30.0% | 76.8%-46.8pp | 73.4%-43.4pp | 83.2%-53.2pp |
| Annual return | -3.11% | 3123.80%-3126.9pp | 2268.06%-2271.2pp | 282.24%-285.3pp |
| Employer contribution / active EE | $161 | $3,123-94.8% | $2,787-94.2% | $4,866-96.7% |
| Participant deferral / active EE | $964 | $3,993-75.8% | $3,583-73.1% | $5,352-82.0% |
| Admin fee / account holder | $129 | $5,694-97.7% | $4,882-97.4% | $9,541-98.6% |