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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 | $4,290 | $131,835-96.7% | $108,582-96.0% | $273,972-98.4% |
| Participation rate | 27.3% | 83.5%-56.2pp | 79.6%-52.3pp | 83.0%-55.7pp |
| Annual return | 167.23% | -91.57%+258.8pp | -51.70%+218.9pp | 41.46%+125.8pp |
| Employer contribution / active EE | $999 | $4,913-79.7% | $3,758-73.4% | $4,869-79.5% |
| Participant deferral / active EE | $1,848 | $5,127-63.9% | $4,311-57.1% | $5,287-65.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |