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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 | $3,966 | $55,437-92.8% | $155,534-97.4% | $74,459-94.7% |
| Participation rate | 68.3% | 61.9%+6.4pp | 78.2%-9.9pp | 67.2%+1.0pp |
| Annual return | 29.05% | 269.58%-240.5pp | 64.92%-35.9pp | 1369.70%-1340.6pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,022 | $2,837-64.0% | $5,630-81.8% | $4,350-76.5% |
| Admin fee / account holder | $38 | $1,742-97.8% | $15,900-99.8% | $1,945-98.0% |