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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 | $2,599 | $152,597-98.3% | $117,533-97.8% | $134,532-98.1% |
| Participation rate | 58.3% | 77.1%-18.8pp | 70.6%-12.3pp | 81.2%-22.9pp |
| Annual return | -20.14% | 53.04%-73.2pp | 29.77%-49.9pp | 418.27%-438.4pp |
| Employer contribution / active EE | $300 | $5,576-94.6% | $4,179-92.8% | $4,741-93.7% |
| Participant deferral / active EE | $342 | $4,821-92.9% | $4,072-91.6% | $6,401-94.7% |
| Admin fee / account holder | $56 | $7,007-99.2% | $5,647-99.0% | $11,429-99.5% |