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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 | $2,260 | $123,859-98.2% | $69,632-96.8% | $145,897-98.5% |
| Participation rate | 54.5% | 69.2%-14.7pp | 66.4%-11.9pp | 80.3%-25.8pp |
| Annual return | 12.65% | 192.49%-179.8pp | 101.32%-88.7pp | 552.29%-539.6pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,708-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $554 | $4,242-86.9% | $2,889-80.8% | $6,689-91.7% |
| Admin fee / account holder | $63 | $7,817-99.2% | $4,695-98.7% | $13,390-99.5% |