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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 | $9,749 | $77,638-87.4% | $156,551-93.8% | $62,881-84.5% |
| Participation rate | 46.9% | 71.2%-24.3pp | 84.0%-37.1pp | 69.3%-22.4pp |
| Annual return | 626.91% | 50.33%+576.6pp | 32.23%+594.7pp | 20.14%+606.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,808 | $3,046-40.6% | $4,871-62.9% | $3,203-43.5% |
| Admin fee / account holder | $49 | $5,561-99.1% | $13,028-99.6% | $4,296-98.9% |