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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 | $2,437 | $154,754-98.4% | $124,206-98.0% | $138,895-98.2% |
| Participation rate | 54.5% | 75.5%-20.9pp | 69.6%-15.0pp | 79.9%-25.4pp |
| Annual return | 31.13% | 709.28%-678.1pp | 515.27%-484.1pp | 145.39%-114.3pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $639 | $4,621-86.2% | $3,968-83.9% | $6,396-90.0% |
| Admin fee / account holder | $105 | $6,690-98.4% | $5,929-98.2% | $12,562-99.2% |