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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 | $7,443 | $97,729-92.4% | $83,830-91.1% | $135,379-94.5% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -8.85% | 1287.52%-1296.4pp | 850.97%-859.8pp | 519.79%-528.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,183 | $4,683-53.4% | $4,082-46.5% | $5,609-61.1% |
| Admin fee / account holder | $55 | $6,674-99.2% | $5,479-99.0% | $10,828-99.5% |