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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 | $12,366 | $97,729-87.3% | $83,830-85.2% | $135,379-90.9% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -9.23% | 1287.52%-1296.8pp | 850.97%-860.2pp | 519.79%-529.0pp |
| Employer contribution / active EE | $1,380 | $4,222-67.3% | $3,631-62.0% | $4,779-71.1% |
| Participant deferral / active EE | $2,282 | $4,683-51.3% | $4,082-44.1% | $5,609-59.3% |
| Admin fee / account holder | $62 | $6,674-99.1% | $5,479-98.9% | $10,828-99.4% |