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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 | $25,708 | $91,537-71.9% | $130,045-80.2% | $75,173-65.8% |
| Participation rate | 66.7% | 71.5%-4.8pp | 78.5%-11.8pp | 67.2%-0.5pp |
| Annual return | 83.22% | -631.55%+714.8pp | -137.30%+220.5pp | 160.72%-77.5pp |
| Employer contribution / active EE | $1,889 | $2,845-33.6% | $4,321-56.3% | $2,671-29.3% |
| Participant deferral / active EE | $2,777 | $4,343-36.1% | $5,820-52.3% | $4,126-32.7% |
| Admin fee / account holder | $166 | $6,780-97.6% | $10,600-98.4% | $5,651-97.1% |