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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 | $55,437-95.1% | $155,534-98.3% | $74,459-96.4% |
| Participation rate | 67.3% | 61.9%+5.4pp | 78.2%-10.9pp | 67.2%+0.1pp |
| Annual return | 14.08% | 269.58%-255.5pp | 64.92%-50.8pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $886 | $2,837-68.8% | $5,630-84.3% | $4,350-79.6% |
| Admin fee / account holder | $151 | $1,742-91.3% | $15,900-99.1% | $1,945-92.2% |