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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 | $6,976 | $142,361-95.1% | $119,608-94.2% | $134,509-94.8% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | 186.01% | -12.46%+198.5pp | -14.98%+201.0pp | 418.13%-232.1pp |
| Employer contribution / active EE | $1,907 | $5,224-63.5% | $4,232-54.9% | $4,741-59.8% |
| Participant deferral / active EE | $3,816 | $6,468-41.0% | $5,601-31.9% | $6,400-40.4% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |