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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 | $5,134 | $58,258-91.2% | $81,820-93.7% | $80,925-93.7% |
| Participation rate | 59.0% | 63.5%-4.5pp | 72.4%-13.4pp | 67.7%-8.7pp |
| Annual return | 141.99% | 41.76%+100.2pp | 777.93%-635.9pp | 35.65%+106.3pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,182 | $3,284-64.0% | $4,323-72.7% | $4,299-72.5% |
| Admin fee / account holder | $39 | $4,976-99.2% | $7,391-99.5% | $6,940-99.4% |