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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 | $6,577 | $49,199-86.6% | $121,210-94.6% | $75,177-91.3% |
| Participation rate | 51.4% | 55.4%-4.1pp | 69.5%-18.2pp | 67.2%-15.9pp |
| Annual return | 34.87% | 56.04%-21.2pp | 987.41%-952.5pp | 160.75%-125.9pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,150 | $2,630-18.2% | $4,084-47.3% | $4,126-47.9% |
| Admin fee / account holder | $0 | $3,946-100.0% | $5,647-100.0% | $5,651-100.0% |