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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 | $6,454 | $118,708-94.6% | $98,920-93.5% | $158,966-95.9% |
| Participation rate | 62.5% | 77.8%-15.3pp | 76.0%-13.5pp | 82.0%-19.5pp |
| Annual return | 56.56% | 372.49%-315.9pp | 196.47%-139.9pp | 302.95%-246.4pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,516 | $5,089-50.6% | $4,245-40.7% | $5,983-57.9% |
| Admin fee / account holder | $13 | $10,134-99.9% | $6,643-99.8% | $11,250-99.9% |