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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 | $6,359 | $57,330-88.9% | $86,656-92.7% | $75,177-91.5% |
| Participation rate | 66.7% | 63.2%+3.5pp | 71.7%-5.0pp | 67.2%-0.5pp |
| Annual return | 17.97% | 2675.40%-2657.4pp | 593.09%-575.1pp | 160.75%-142.8pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,496 | $3,320-55.0% | $4,439-66.3% | $4,126-63.8% |
| Admin fee / account holder | $26 | $4,115-99.4% | $5,619-99.5% | $5,651-99.5% |