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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 | $4,600 | $90,691-94.9% | $76,119-94.0% | $145,884-96.8% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 17.80% | 624.52%-606.7pp | 361.25%-343.4pp | 551.85%-534.1pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,144 | $5,167-77.9% | $4,259-73.1% | $6,690-82.9% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |