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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 | $9,383 | $90,607-89.6% | $79,467-88.2% | $135,380-93.1% |
| Participation rate | 65.2% | 76.0%-10.8pp | 73.3%-8.1pp | 82.6%-17.4pp |
| Annual return | -7.18% | 977.74%-984.9pp | 718.30%-725.5pp | 519.81%-527.0pp |
| Employer contribution / active EE | $904 | $3,068-70.5% | $2,800-67.7% | $4,779-81.1% |
| Participant deferral / active EE | $960 | $4,050-76.3% | $3,704-74.1% | $5,609-82.9% |
| Admin fee / account holder | $204 | $5,895-96.5% | $5,104-96.0% | $10,828-98.1% |