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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 | $4,285 | $91,179-95.3% | $178,499-97.6% | $79,852-94.6% |
| Participation rate | 7.7% | 69.2%-61.5pp | 81.9%-74.2pp | 69.6%-61.9pp |
| Annual return | 141.38% | 24.19%+117.2pp | 151.10%-9.7pp | 31.72%+109.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,441 | $3,236-55.5% | $5,202-72.3% | $3,740-61.5% |
| Admin fee / account holder | $9 | $6,749-99.9% | $13,986-99.9% | $5,306-99.8% |