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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 | $4,035 | $107,368-96.2% | $92,915-95.7% | $152,909-97.4% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.5%-25.3pp |
| Annual return | 59.87% | 145.64%-85.8pp | 109.45%-49.6pp | 345.46%-285.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,980 | $4,848-38.5% | $4,238-29.7% | $5,851-49.1% |
| Admin fee / account holder | $11 | $7,082-99.8% | $5,796-99.8% | $11,601-99.9% |