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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 | $4,305 | $106,003-95.9% | $92,236-95.3% | $147,585-97.1% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 15.71% | 50.05%-34.3pp | 176.29%-160.6pp | 578.57%-562.9pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,386 | $4,478-69.0% | $3,897-64.4% | $5,439-74.5% |
| Admin fee / account holder | $269 | $6,333-95.8% | $5,194-94.8% | $10,885-97.5% |