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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 | $11,963 | $106,008-88.7% | $92,240-87.0% | $147,586-91.9% |
| Participation rate | 41.7% | 80.4%-38.7pp | 76.5%-34.8pp | 82.8%-41.2pp |
| Annual return | 22.61% | 50.05%-27.4pp | 176.29%-153.7pp | 578.59%-556.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,645 | $4,478-63.3% | $3,897-57.8% | $5,439-69.8% |
| Admin fee / account holder | $51 | $6,333-99.2% | $5,194-99.0% | $10,886-99.5% |