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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 | $12,228 | $144,124-91.5% | $117,857-89.6% | $147,585-91.7% |
| Participation rate | 44.4% | 83.4%-39.0pp | 79.7%-35.2pp | 82.8%-38.4pp |
| Annual return | 40.74% | 531.17%-490.4pp | 335.09%-294.4pp | 578.57%-537.8pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,014 | $5,316-24.5% | $4,482-10.4% | $5,439-26.2% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |