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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 | $13,859 | $138,102-90.0% | $125,381-88.9% | $134,532-89.7% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -4.86% | 750.73%-755.6pp | 572.31%-577.2pp | 418.27%-423.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,066 | $7,801-22.2% | $7,448-18.5% | $6,401-5.2% |
| Admin fee / account holder | $43 | $11,568-99.6% | $10,007-99.6% | $11,429-99.6% |