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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 | $3,776 | $49,896-92.4% | $80,627-95.3% | $75,173-95.0% |
| Participation rate | 39.1% | 55.3%-16.2pp | 67.0%-27.9pp | 67.2%-28.1pp |
| Annual return | 28.18% | 34.67%-6.5pp | 936.76%-908.6pp | 160.72%-132.5pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,174 | $2,992-60.8% | $4,443-73.6% | $4,126-71.5% |
| Admin fee / account holder | $84 | $3,578-97.7% | $5,381-98.4% | $5,651-98.5% |