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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 | $5,538 | $96,643-94.3% | $86,617-93.6% | $139,456-96.0% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 145.82% | 106.57%+39.2pp | 591.91%-446.1pp | 373.45%-227.6pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,179 | $4,835-54.9% | $4,437-50.9% | $6,711-67.5% |
| Admin fee / account holder | $14 | $6,406-99.8% | $5,613-99.7% | $11,407-99.9% |