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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 | $4,587 | $110,286-95.8% | $96,569-95.2% | $139,427-96.7% |
| Participation rate | 61.5% | 78.1%-16.6pp | 76.0%-14.4pp | 80.3%-18.8pp |
| Annual return | 53.36% | 26.39%+27.0pp | 25.87%+27.5pp | 373.27%-319.9pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $2,086 | $5,546-62.4% | $4,851-57.0% | $6,711-68.9% |
| Admin fee / account holder | $2 | $11,592-100.0% | $8,251-100.0% | $11,404-100.0% |