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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 | $123,750-97.7% | $69,611-96.0% | $145,877-98.1% |
| Participation rate | 54.5% | 69.2%-14.7pp | 66.4%-11.9pp | 80.3%-25.8pp |
| Annual return | 31.53% | 192.03%-160.5pp | 101.14%-69.6pp | 551.28%-519.8pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $1,709-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $706 | $4,243-83.4% | $2,891-75.6% | $6,691-89.4% |
| Admin fee / account holder | $24 | $7,817-99.7% | $4,696-99.5% | $13,402-99.8% |