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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 | $3,954 | $110,039-96.4% | $97,260-95.9% | $145,884-97.3% |
| Participation rate | 54.5% | 75.9%-21.4pp | 72.7%-18.1pp | 80.3%-25.8pp |
| Annual return | 17.10% | 244.44%-227.3pp | 75.54%-58.4pp | 551.85%-534.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $781 | $4,674-83.3% | $4,262-81.7% | $6,690-88.3% |
| Admin fee / account holder | $28 | $6,204-99.6% | $5,640-99.5% | $13,392-99.8% |