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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 | $2,749 | $49,199-94.4% | $121,204-97.7% | $75,173-96.3% |
| Participation rate | 65.1% | 55.4%+9.7pp | 69.5%-4.4pp | 67.2%-2.1pp |
| Annual return | 37.62% | 56.04%-18.4pp | 987.18%-949.6pp | 160.72%-123.1pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,258 | $2,630-52.2% | $4,083-69.2% | $4,126-69.5% |
| Admin fee / account holder | $20 | $3,946-99.5% | $5,651-99.6% | $5,651-99.6% |