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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 | $5,524 | $52,353-89.4% | $120,225-95.4% | $82,448-93.3% |
| Participation rate | 19.6% | 58.3%-38.7pp | 69.6%-50.0pp | 68.1%-48.5pp |
| Annual return | 25.24% | 61.85%-36.6pp | 439.23%-414.0pp | 41.64%-16.4pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $685 | $2,627-73.9% | $3,999-82.9% | $4,139-83.5% |
| Admin fee / account holder | $26 | $4,363-99.4% | $5,696-99.6% | $7,234-99.6% |