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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 | $5,743 | $42,917-86.6% | $60,899-90.6% | $68,495-91.6% |
| Participation rate | 22.0% | 66.8%-44.8pp | 73.1%-51.1pp | 67.9%-45.9pp |
| Annual return | 399.31% | -13.99%+413.3pp | 16.92%+382.4pp | -7.84%+407.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $932 | $2,867-67.5% | $3,817-75.6% | $4,028-76.9% |
| Admin fee / account holder | $5 | $3,102-99.8% | $3,225-99.9% | $5,403-99.9% |