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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 | $2,697 | $55,423-95.1% | $155,602-98.3% | $74,400-96.4% |
| Participation rate | 67.3% | 61.9%+5.4pp | 78.2%-10.9pp | 67.2%+0.1pp |
| Annual return | 14.08% | 269.07%-255.0pp | 64.81%-50.7pp | 1367.51%-1353.4pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $886 | $2,835-68.7% | $5,629-84.3% | $4,348-79.6% |
| Admin fee / account holder | $151 | $1,744-91.4% | $15,923-99.1% | $1,944-92.2% |