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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 | $7,436 | $73,546-89.9% | $63,018-88.2% | $147,586-95.0% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.8%-13.7pp | 82.8%-21.7pp |
| Annual return | 62.17% | 175.56%-113.4pp | 87.62%-25.5pp | 578.59%-516.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,105 | $4,185-1.9% | $3,330+23.3% | $5,439-24.5% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |