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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 | $9,609 | $54,045-82.2% | $115,170-91.7% | $65,185-85.3% |
| Participation rate | 35.3% | 63.5%-28.2pp | 75.9%-40.6pp | 70.2%-34.9pp |
| Annual return | 132.59% | 26.55%+106.0pp | 35.60%+97.0pp | 29.38%+103.2pp |
| Employer contribution / active EE | $0 | $1,653-100.0% | $3,179-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,378 | $2,504-45.0% | $4,169-67.0% | $3,514-60.8% |
| Admin fee / account holder | $286 | $626-54.3% | $7,089-96.0% | $847-66.2% |