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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 | $5,567 | $90,489-93.8% | $76,051-92.7% | $145,978-96.2% |
| Participation rate | 11.8% | 74.5%-62.7pp | 69.1%-57.3pp | 80.3%-68.5pp |
| Annual return | 18.78% | 622.78%-604.0pp | 360.42%-341.6pp | 550.52%-531.7pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,187 | $5,164-77.0% | $4,257-72.1% | $6,690-82.3% |
| Admin fee / account holder | $190 | $8,374-97.7% | $6,416-97.0% | $13,400-98.6% |