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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 | $11,298 | $91,179-87.6% | $178,499-93.7% | $79,852-85.9% |
| Participation rate | 48.0% | 69.2%-21.2pp | 81.9%-33.9pp | 69.6%-21.6pp |
| Annual return | 1946.14% | 24.19%+1921.9pp | 151.10%+1795.0pp | 31.72%+1914.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,529 | $3,236-52.8% | $5,202-70.6% | $3,740-59.1% |
| Admin fee / account holder | $210 | $6,749-96.9% | $13,986-98.5% | $5,306-96.0% |