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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 | $9,555 | $75,832-87.4% | $147,618-93.5% | $59,633-84.0% |
| Participation rate | 66.7% | 71.6%-4.9pp | 84.6%-18.0pp | 68.7%-2.0pp |
| Annual return | -1.48% | 0.37%-1.8pp | 61.98%-63.5pp | 2041.40%-2042.9pp |
| Employer contribution / active EE | $1,143 | $3,485-67.2% | $5,565-79.5% | $2,203-48.1% |
| Participant deferral / active EE | $2,329 | $3,131-25.6% | $4,895-52.4% | $3,192-27.0% |
| Admin fee / account holder | $158 | $5,986-97.4% | $11,612-98.6% | $4,297-96.3% |