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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 | $11,222 | $43,075-73.9% | $74,577-85.0% | $62,881-82.2% |
| Participation rate | 0.0% | 58.1%-58.1pp | 68.1%-68.1pp | 69.3%-69.3pp |
| Annual return | 148.65% | 17.50%+131.1pp | 20.47%+128.2pp | 20.14%+128.5pp |
| Employer contribution / active EE | $684 | $1,498-54.3% | $2,525-72.9% | $2,281-70.0% |
| Participant deferral / active EE | $1,442 | $2,389-39.6% | $3,458-58.3% | $3,203-55.0% |
| Admin fee / account holder | $293 | $2,840-89.7% | $4,138-92.9% | $4,296-93.2% |