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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 | $2,786 | $123,854-97.8% | $69,623-96.0% | $145,884-98.1% |
| Participation rate | 54.5% | 69.2%-14.7pp | 66.4%-11.9pp | 80.3%-25.8pp |
| Annual return | 31.53% | 192.35%-160.8pp | 101.23%-69.7pp | 551.85%-520.3pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,709-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $706 | $4,242-83.4% | $2,890-75.6% | $6,690-89.4% |
| Admin fee / account holder | $24 | $7,822-99.7% | $4,696-99.5% | $13,392-99.8% |