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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 | $5,952 | $80,812-92.6% | $160,784-96.3% | $82,448-92.8% |
| Participation rate | 65.8% | 66.2%-0.4pp | 77.0%-11.2pp | 68.1%-2.3pp |
| Annual return | 26.46% | 100.59%-74.1pp | 1803.92%-1777.5pp | 41.64%-15.2pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,834 | $4,335-57.7% | $6,293-70.9% | $4,139-55.7% |
| Admin fee / account holder | $294 | $7,695-96.2% | $9,717-97.0% | $7,234-95.9% |