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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 | $5,840 | $100,203-94.2% | $85,240-93.1% | $145,897-96.0% |
| Participation rate | 56.3% | 74.1%-17.9pp | 67.5%-11.3pp | 80.3%-24.1pp |
| Annual return | 12.68% | 84.28%-71.6pp | 66.75%-54.1pp | 552.29%-539.6pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,244 | $5,299-76.5% | $4,527-72.5% | $6,689-81.4% |
| Admin fee / account holder | $14 | $7,265-99.8% | $6,165-99.8% | $13,390-99.9% |