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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 | $5,657 | $162,529-96.5% | $130,788-95.7% | $154,746-96.3% |
| Participation rate | 65.0% | 75.9%-10.9pp | 70.1%-5.1pp | 80.7%-15.7pp |
| Annual return | 18.81% | 510.48%-491.7pp | 386.44%-367.6pp | 172.34%-153.5pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,131 | $4,808-76.5% | $4,137-72.7% | $6,730-83.2% |
| Admin fee / account holder | $3 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |