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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 | $5,424 | $91,179-94.1% | $178,499-97.0% | $79,852-93.2% |
| Participation rate | 31.1% | 69.2%-38.1pp | 81.9%-50.8pp | 69.6%-38.5pp |
| Annual return | 361.74% | 24.19%+337.5pp | 151.10%+210.6pp | 31.72%+330.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,426 | $3,236-55.9% | $5,202-72.6% | $3,740-61.9% |
| Admin fee / account holder | $0 | $6,749-100.0% | $13,986-100.0% | $5,306-100.0% |