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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 | $6,922 | $77,908-91.1% | $149,696-95.4% | $75,173-90.8% |
| Participation rate | 45.2% | 65.6%-20.4pp | 78.8%-33.6pp | 67.2%-22.0pp |
| Annual return | 613.55% | 31.73%+581.8pp | 134.46%+479.1pp | 160.72%+452.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,046 | $3,411-69.3% | $5,682-81.6% | $4,126-74.7% |
| Admin fee / account holder | $30 | $5,950-99.5% | $13,212-99.8% | $5,651-99.5% |