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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 | $13,847 | $68,412-79.8% | $94,679-85.4% | $75,181-81.6% |
| Participation rate | 59.3% | 76.1%-16.8pp | 80.8%-21.6pp | 67.2%-7.9pp |
| Annual return | 36.25% | 616.91%-580.7pp | 156.75%-120.5pp | 160.69%-124.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,487 | $6,537-46.7% | $7,417-53.0% | $4,126-15.5% |
| Admin fee / account holder | $64 | $5,326-98.8% | $7,233-99.1% | $5,650-98.9% |