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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 | $2,511 | $58,275-95.7% | $81,844-96.9% | $80,935-96.9% |
| Participation rate | 57.9% | 63.5%-5.6pp | 72.4%-14.5pp | 67.7%-9.8pp |
| Annual return | 19.13% | 41.82%-22.7pp | 778.87%-759.7pp | 35.66%-16.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $764 | $3,285-76.8% | $4,323-82.3% | $4,299-82.2% |
| Admin fee / account holder | $266 | $4,749-94.4% | $7,355-96.4% | $6,924-96.2% |