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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 | $8,231 | $190,879-95.7% | $160,009-94.9% | $134,532-93.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -15.89% | 552.63%-568.5pp | 408.85%-424.7pp | 418.27%-434.2pp |
| Employer contribution / active EE | $1,236 | $4,995-75.3% | $4,225-70.8% | $4,741-73.9% |
| Participant deferral / active EE | $1,849 | $6,924-73.3% | $6,183-70.1% | $6,401-71.1% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |