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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 | $10,350 | $82,630-87.5% | $64,105-83.9% | $125,389-91.7% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | -2.01% | 1489.72%-1491.7pp | 791.24%-793.2pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,223 | $2,671-54.2% | $1,820-32.8% | $4,866-74.9% |
| Participant deferral / active EE | $2,790 | $3,608-22.7% | $2,822-1.1% | $5,352-47.9% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |