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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 | $1,844 | $91,179-98.0% | $178,499-99.0% | $79,852-97.7% |
| Participation rate | 57.7% | 69.2%-11.5pp | 81.9%-24.2pp | 69.6%-11.9pp |
| Annual return | 36.09% | 24.19%+11.9pp | 151.10%-115.0pp | 31.72%+4.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $929 | $3,236-71.3% | $5,202-82.1% | $3,740-75.2% |
| Admin fee / account holder | $57 | $6,749-99.1% | $13,986-99.6% | $5,306-98.9% |