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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 | $6,349 | $190,879-96.7% | $160,009-96.0% | $134,532-95.3% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.0%-44.6pp | 81.2%-47.9pp |
| Annual return | -20.29% | 552.63%-572.9pp | 408.85%-429.1pp | 418.27%-438.6pp |
| Employer contribution / active EE | $745 | $4,995-85.1% | $4,225-82.4% | $4,741-84.3% |
| Participant deferral / active EE | $1,565 | $6,924-77.4% | $6,183-74.7% | $6,401-75.6% |
| Admin fee / account holder | $16 | $10,495-99.8% | $8,715-99.8% | $11,429-99.9% |