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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 | $10,828 | $93,346-88.4% | $71,796-84.9% | $273,972-96.0% |
| Participation rate | 21.4% | 76.5%-55.1pp | 69.1%-47.7pp | 83.0%-61.6pp |
| Annual return | 377.75% | 130.39%+247.4pp | 78.04%+299.7pp | 41.46%+336.3pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,386 | $3,475-60.1% | $2,794-50.4% | $5,287-73.8% |
| Admin fee / account holder | $149 | $6,571-97.7% | $4,815-96.9% | $10,133-98.5% |