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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 | $2,330 | $102,595-97.7% | $94,057-97.5% | $154,746-98.5% |
| Participation rate | 45.5% | 76.0%-30.5pp | 73.3%-27.9pp | 80.7%-35.2pp |
| Annual return | 26.85% | 583.42%-556.6pp | 480.62%-453.8pp | 172.34%-145.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,125 | $5,118-78.0% | $4,709-76.1% | $6,730-83.3% |
| Admin fee / account holder | $121 | $7,736-98.4% | $7,244-98.3% | $14,365-99.2% |