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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 | $1,818 | $51,638-96.5% | $68,368-97.3% | $82,448-97.8% |
| Participation rate | 57.4% | 63.6%-6.2pp | 73.8%-16.3pp | 68.1%-10.7pp |
| Annual return | 32.40% | 37.53%-5.1pp | 292.57%-260.2pp | 41.64%-9.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $517 | $2,914-82.3% | $4,123-87.5% | $4,139-87.5% |
| Admin fee / account holder | $93 | $4,643-98.0% | $5,150-98.2% | $7,234-98.7% |