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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 | $4,927 | $103,038-95.2% | $90,324-94.5% | $152,909-96.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 55.60% | 95.25%-39.7pp | 78.15%-22.6pp | 345.46%-289.9pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,025 | $4,282-52.7% | $3,885-47.9% | $5,851-65.4% |
| Admin fee / account holder | $14 | $6,177-99.8% | $5,356-99.7% | $11,601-99.9% |