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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 | $4,209 | $103,038-95.9% | $90,324-95.3% | $152,909-97.2% |
| Participation rate | 47.4% | 75.9%-28.5pp | 73.3%-25.9pp | 82.5%-35.1pp |
| Annual return | 34.32% | 95.25%-60.9pp | 78.15%-43.8pp | 345.46%-311.1pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,024 | $4,282-76.1% | $3,885-73.6% | $5,851-82.5% |
| Admin fee / account holder | $12 | $6,177-99.8% | $5,356-99.8% | $11,601-99.9% |