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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 | $5,273 | $92,707-94.3% | $82,726-93.6% | $134,493-96.1% |
| Participation rate | 60.9% | 75.2%-14.3pp | 72.6%-11.7pp | 81.2%-20.4pp |
| Annual return | -17.73% | 945.12%-962.9pp | 701.33%-719.1pp | 418.01%-435.7pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,254 | $4,801-73.9% | $4,394-71.5% | $6,400-80.4% |
| Admin fee / account holder | $20 | $5,980-99.7% | $5,328-99.6% | $11,425-99.8% |