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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 | $3,339 | $162,529-97.9% | $130,788-97.4% | $154,746-97.8% |
| Participation rate | 44.4% | 75.9%-31.4pp | 70.1%-25.7pp | 80.7%-36.3pp |
| Annual return | 26.76% | 510.48%-483.7pp | 386.44%-359.7pp | 172.34%-145.6pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $630 | $4,808-86.9% | $4,137-84.8% | $6,730-90.6% |
| Admin fee / account holder | $49 | $7,669-99.4% | $6,673-99.3% | $14,365-99.7% |