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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 | $7,829 | $108,695-92.8% | $74,722-89.5% | $152,897-94.9% |
| Participation rate | 20.0% | 65.4%-45.4pp | 54.5%-34.5pp | 82.5%-62.5pp |
| Annual return | 57.37% | 114.11%-56.7pp | 753.11%-695.7pp | 345.43%-288.1pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,101 | $2,712-59.4% | $1,963-43.9% | $5,851-81.2% |
| Admin fee / account holder | $19 | $4,906-99.6% | $3,335-99.4% | $11,599-99.8% |