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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 | $16,545 | $180,459-90.8% | $154,108-89.3% | $135,380-87.8% |
| Participation rate | 29.2% | 87.4%-58.3pp | 83.0%-53.9pp | 82.6%-53.5pp |
| Annual return | -7.24% | 888.21%-895.4pp | 735.21%-742.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,249 | $5,806-61.3% | $5,081-55.7% | $5,609-59.9% |
| Admin fee / account holder | $278 | $16,145-98.3% | $13,411-97.9% | $10,828-97.4% |