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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 | $14,125 | $59,819-76.4% | $79,583-82.3% | $68,490-79.4% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | 1651.02% | -12.30%+1663.3pp | 0.16%+1650.9pp | -7.85%+1658.9pp |
| Employer contribution / active EE | $512 | $1,505-66.0% | $2,414-78.8% | $2,597-80.3% |
| Participant deferral / active EE | $2,173 | $3,025-28.1% | $3,986-45.5% | $4,028-46.0% |
| Admin fee / account holder | $18 | $4,835-99.6% | $6,835-99.7% | $5,403-99.7% |