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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 | $4,384 | $51,631-91.5% | $129,397-96.6% | $80,925-94.6% |
| Participation rate | 62.9% | 56.9%+5.9pp | 69.6%-6.8pp | 67.7%-4.8pp |
| Annual return | 11.96% | 20.77%-8.8pp | 9453.98%-9442.0pp | 35.65%-23.7pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,995 | $2,670-25.3% | $4,167-52.1% | $4,299-53.6% |
| Admin fee / account holder | $193 | $4,309-95.5% | $7,679-97.5% | $6,940-97.2% |