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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 | $4,438 | $111,785-96.0% | $93,669-95.3% | $145,877-97.0% |
| Participation rate | 10.0% | 74.2%-64.2pp | 68.7%-58.7pp | 80.3%-70.3pp |
| Annual return | 13.27% | 203.79%-190.5pp | 133.59%-120.3pp | 551.28%-538.0pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $36 | $10,256-99.6% | $8,291-99.6% | $13,402-99.7% |