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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 | $1,926 | $55,423-96.5% | $155,602-98.8% | $74,400-97.4% |
| Participation rate | 64.2% | 61.9%+2.3pp | 78.2%-14.0pp | 67.2%-3.0pp |
| Annual return | 13.90% | 269.07%-255.2pp | 64.81%-50.9pp | 1367.51%-1353.6pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $960 | $2,835-66.1% | $5,629-83.0% | $4,348-77.9% |
| Admin fee / account holder | $274 | $1,744-84.3% | $15,923-98.3% | $1,944-85.9% |