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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 | $9,375 | $138,078-93.2% | $125,363-92.5% | $134,509-93.0% |
| Participation rate | 30.0% | 84.5%-54.5pp | 82.4%-52.4pp | 81.2%-51.2pp |
| Annual return | -19.32% | 750.49%-769.8pp | 572.15%-591.5pp | 418.13%-437.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,070 | $7,800-60.6% | $7,447-58.8% | $6,400-52.0% |
| Admin fee / account holder | $25 | $11,566-99.8% | $10,005-99.8% | $11,427-99.8% |