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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 | $2,849 | $101,063-97.2% | $81,473-96.5% | $147,585-98.1% |
| Participation rate | 44.4% | 74.5%-30.0pp | 68.0%-23.5pp | 82.8%-38.4pp |
| Annual return | 73.62% | 32.41%+41.2pp | 38.78%+34.8pp | 578.58%-505.0pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,345 | $4,242-68.3% | $3,537-62.0% | $5,439-75.3% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |