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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 | $3,261 | $49,896-93.5% | $80,627-96.0% | $75,173-95.7% |
| Participation rate | 55.0% | 55.3%-0.3pp | 67.0%-12.0pp | 67.2%-12.2pp |
| Annual return | 440.73% | 34.67%+406.1pp | 936.76%-496.0pp | 160.72%+280.0pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $937 | $2,992-68.7% | $4,443-78.9% | $4,126-77.3% |
| Admin fee / account holder | $113 | $3,578-96.9% | $5,381-97.9% | $5,651-98.0% |