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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 | $5,176 | $97,729-94.7% | $83,830-93.8% | $135,379-96.2% |
| Participation rate | 63.6% | 80.0%-16.3pp | 76.1%-12.5pp | 82.6%-19.0pp |
| Annual return | -9.44% | 1287.52%-1297.0pp | 850.97%-860.4pp | 519.79%-529.2pp |
| Employer contribution / active EE | $788 | $4,222-81.3% | $3,631-78.3% | $4,779-83.5% |
| Participant deferral / active EE | $1,314 | $4,683-71.9% | $4,082-67.8% | $5,609-76.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |