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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 | $3,839 | $41,150-90.7% | $80,627-95.2% | $71,511-94.6% |
| Participation rate | 24.8% | 50.3%-25.5pp | 67.0%-42.3pp | 67.9%-43.2pp |
| Annual return | 36.83% | 38.48%-1.6pp | 936.76%-899.9pp | 28.86%+8.0pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,723-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $665 | $2,701-75.4% | $4,443-85.0% | $4,291-84.5% |
| Admin fee / account holder | $90 | $1,841-95.1% | $5,381-98.3% | $1,588-94.3% |