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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 | $6,793 | $107,363-93.7% | $92,909-92.7% | $152,897-95.6% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.0%-21.5pp | 82.5%-27.9pp |
| Annual return | 34.51% | 145.63%-111.1pp | 109.44%-74.9pp | 345.43%-310.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,001 | $4,848-58.7% | $4,238-52.8% | $5,851-65.8% |
| Admin fee / account holder | $21 | $7,082-99.7% | $5,795-99.6% | $11,599-99.8% |