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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 | $3,265 | $108,285-97.0% | $77,552-95.8% | $158,982-97.9% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 233.98% | 31.69%+202.3pp | 54.82%+179.2pp | 302.99%-69.0pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,063 | $2,455-56.7% | $1,861-42.9% | $5,983-82.2% |
| Admin fee / account holder | $16 | $3,709-99.6% | $2,859-99.4% | $11,252-99.9% |