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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 | $7,785 | $150,346-94.8% | $120,524-93.5% | $145,877-94.7% |
| Participation rate | 40.0% | 78.8%-38.8pp | 71.9%-31.9pp | 80.3%-40.3pp |
| Annual return | 11.29% | 154.40%-143.1pp | 107.36%-96.1pp | 551.28%-540.0pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,536 | $6,172-75.1% | $4,994-69.2% | $6,691-77.0% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |