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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 | $6,603 | $226,090-97.1% | $182,531-96.4% | $152,885-95.7% |
| Participation rate | 53.3% | 82.5%-29.1pp | 78.0%-24.6pp | 82.5%-29.1pp |
| Annual return | 52.05% | 192.57%-140.5pp | 148.57%-96.5pp | 345.39%-293.3pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,684 | $6,369-57.9% | $5,525-51.4% | $5,851-54.1% |
| Admin fee / account holder | $14 | $10,705-99.9% | $8,593-99.8% | $11,598-99.9% |