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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 | $4,140 | $106,549-96.1% | $91,225-95.5% | $134,509-96.9% |
| Participation rate | 60.9% | 76.8%-15.9pp | 73.2%-12.3pp | 81.2%-20.4pp |
| Annual return | -20.67% | 160.73%-181.4pp | 114.10%-134.8pp | 418.13%-438.8pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,154 | $4,719-54.4% | $4,234-49.1% | $6,400-66.4% |
| Admin fee / account holder | $37 | $6,234-99.4% | $5,422-99.3% | $11,427-99.7% |