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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 | $4,979 | $96,643-94.8% | $86,617-94.3% | $139,456-96.4% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 15.87% | 106.57%-90.7pp | 591.91%-576.0pp | 373.45%-357.6pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,151 | $4,835-76.2% | $4,437-74.1% | $6,711-82.9% |
| Admin fee / account holder | $243 | $6,406-96.2% | $5,613-95.7% | $11,407-97.9% |