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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 | $5,830 | $93,598-93.8% | $135,974-95.7% | $75,173-92.2% |
| Participation rate | 68.0% | 75.2%-7.2pp | 81.9%-13.9pp | 67.2%+0.8pp |
| Annual return | 110.58% | 30.89%+79.7pp | 68.30%+42.3pp | 160.72%-50.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,885 | $6,405-55.0% | $7,760-62.8% | $4,126-30.1% |
| Admin fee / account holder | $114 | $6,978-98.4% | $10,767-98.9% | $5,651-98.0% |