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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 | $6,446 | $152,612-95.8% | $125,192-94.9% | $152,897-95.8% |
| Participation rate | 38.5% | 83.3%-44.9pp | 79.8%-41.3pp | 82.5%-44.0pp |
| Annual return | 108.57% | 54.85%+53.7pp | 43.79%+64.8pp | 345.43%-236.9pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,968 | $5,868-49.4% | $4,937-39.9% | $5,851-49.3% |
| Admin fee / account holder | $13 | $13,437-99.9% | $9,704-99.9% | $11,599-99.9% |