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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 | $7,543 | $78,707-90.4% | $117,861-93.6% | $70,126-89.2% |
| Participation rate | 37.9% | 73.2%-35.3pp | 79.7%-41.7pp | 69.5%-31.6pp |
| Annual return | 132.79% | 23.30%+109.5pp | 335.11%-202.3pp | 73.15%+59.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,780 | $3,297-46.0% | $4,482-60.3% | $3,332-46.6% |
| Admin fee / account holder | $231 | $5,066-95.4% | $8,021-97.1% | $4,645-95.0% |