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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 | $3,490 | $49,896-93.0% | $80,627-95.7% | $75,173-95.4% |
| Participation rate | 27.3% | 55.3%-28.1pp | 67.0%-39.7pp | 67.2%-39.9pp |
| Annual return | 17.17% | 34.67%-17.5pp | 936.76%-919.6pp | 160.72%-143.5pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $892 | $2,992-70.2% | $4,443-79.9% | $4,126-78.4% |
| Admin fee / account holder | $166 | $3,578-95.4% | $5,381-96.9% | $5,651-97.1% |