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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 | $5,368 | $49,199-89.1% | $121,204-95.6% | $75,173-92.9% |
| Participation rate | 34.6% | 55.4%-20.9pp | 69.5%-35.0pp | 67.2%-32.6pp |
| Annual return | 234.36% | 56.04%+178.3pp | 987.18%-752.8pp | 160.72%+73.6pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,501 | $2,630-42.9% | $4,083-63.2% | $4,126-63.6% |
| Admin fee / account holder | $253 | $3,946-93.6% | $5,651-95.5% | $5,651-95.5% |