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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 | $4,392 | $107,941-95.9% | $91,994-95.2% | $152,897-97.1% |
| Participation rate | 35.3% | 81.2%-45.9pp | 78.6%-43.3pp | 82.5%-47.2pp |
| Annual return | 0.00% | 89.28%-89.3pp | 69.04%-69.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,930 | $6,366-69.7% | $5,924-67.4% | $5,851-67.0% |
| Admin fee / account holder | $7 | $10,521-99.9% | $7,744-99.9% | $11,599-99.9% |