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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 | $6,053 | $92,766-93.5% | $82,763-92.7% | $134,545-95.5% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -18.81% | 946.97%-965.8pp | 702.45%-721.3pp | 418.37%-437.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,036 | $4,802-78.4% | $4,395-76.4% | $6,401-83.8% |
| Admin fee / account holder | $25 | $5,978-99.6% | $5,325-99.5% | $11,431-99.8% |