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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 | $1,791 | $72,071-97.5% | $68,368-97.4% | $137,256-98.7% |
| Participation rate | 63.2% | 76.2%-13.1pp | 73.8%-10.6pp | 80.0%-16.8pp |
| Annual return | 97.74% | 353.14%-255.4pp | 292.57%-194.8pp | 220.34%-122.6pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,133 | $4,410-74.3% | $4,123-72.5% | $6,407-82.3% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |