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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 | $4,949 | $121,701-95.9% | $104,639-95.3% | $158,982-96.9% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 98.29% | 465.72%-367.4pp | 340.67%-242.4pp | 302.99%-204.7pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,780 | $4,176-57.4% | $3,738-52.4% | $5,983-70.2% |
| Admin fee / account holder | $10 | $7,778-99.9% | $6,465-99.8% | $11,252-99.9% |