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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 | $5,312 | $112,915-95.3% | $90,965-94.2% | $158,950-96.7% |
| Participation rate | 37.5% | 74.7%-37.2pp | 69.0%-31.5pp | 82.0%-44.5pp |
| Annual return | 96.34% | 215.75%-119.4pp | 134.57%-38.2pp | 302.91%-206.6pp |
| Employer contribution / active EE | $0 | $2,894-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,478 | $4,128-64.2% | $3,373-56.2% | $5,983-75.3% |
| Admin fee / account holder | $14 | $8,044-99.8% | $5,960-99.8% | $11,248-99.9% |