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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 | $2,115 | $65,555-96.8% | $86,216-97.5% | $75,173-97.2% |
| Participation rate | 67.4% | 60.5%+7.0pp | 69.0%-1.5pp | 67.2%+0.2pp |
| Annual return | 63.67% | 46.07%+17.6pp | 1169.42%-1105.7pp | 160.72%-97.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,396 | $3,023-53.8% | $3,986-65.0% | $4,126-66.2% |
| Admin fee / account holder | $97 | $5,469-98.2% | $6,853-98.6% | $5,651-98.3% |