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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 | $7,102 | $91,167-92.2% | $178,498-96.0% | $79,858-91.1% |
| Participation rate | 40.6% | 69.2%-28.6pp | 81.9%-41.3pp | 69.6%-29.0pp |
| Annual return | 70.51% | 24.19%+46.3pp | 151.09%-80.6pp | 31.72%+38.8pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,970 | $3,236-39.1% | $5,202-62.1% | $3,740-47.3% |
| Admin fee / account holder | $17 | $6,747-99.7% | $13,985-99.9% | $5,306-99.7% |