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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 | $8,922 | $85,766-89.6% | $136,298-93.5% | $70,126-87.3% |
| Participation rate | 34.2% | 74.2%-39.9pp | 81.9%-47.7pp | 69.5%-35.3pp |
| Annual return | 99.36% | 31.46%+67.9pp | 5156.27%-5056.9pp | 73.15%+26.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,507 | $5,051-30.6% | $6,247-43.9% | $3,332+5.3% |
| Admin fee / account holder | $77 | $5,421-98.6% | $9,244-99.2% | $4,645-98.3% |