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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 | $5,680 | $57,119-90.1% | $85,187-93.3% | $80,935-93.0% |
| Participation rate | 45.9% | 56.4%-10.5pp | 67.5%-21.6pp | 67.7%-21.7pp |
| Annual return | 356.07% | 21.70%+334.4pp | 66.67%+289.4pp | 35.66%+320.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $992 | $3,115-68.1% | $4,525-78.1% | $4,299-76.9% |
| Admin fee / account holder | $129 | $4,990-97.4% | $6,162-97.9% | $6,924-98.1% |