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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 | $4,012 | $76,368-94.7% | $67,681-94.1% | $154,746-97.4% |
| Participation rate | 20.0% | 79.0%-59.0pp | 73.7%-53.7pp | 80.7%-60.7pp |
| Annual return | 20.92% | 1066.77%-1045.9pp | 590.58%-569.7pp | 172.34%-151.4pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $16 | $8,559-99.8% | $6,100-99.7% | $14,365-99.9% |