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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 | $55,472-92.9% | $155,567-97.5% | $74,546-94.7% |
| Participation rate | 68.3% | 61.9%+6.4pp | 78.2%-9.9pp | 67.2%+1.1pp |
| Annual return | 29.05% | 268.72%-239.7pp | 64.74%-35.7pp | 1366.03%-1337.0pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,022 | $2,838-64.0% | $5,628-81.8% | $4,347-76.5% |
| Admin fee / account holder | $38 | $1,743-97.8% | $15,916-99.8% | $1,944-98.0% |