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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 | $2,361 | $58,275-95.9% | $81,844-97.1% | $80,935-97.1% |
| Participation rate | 51.7% | 63.5%-11.7pp | 72.4%-20.7pp | 67.7%-15.9pp |
| Annual return | 16.94% | 41.82%-24.9pp | 778.87%-761.9pp | 35.66%-18.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $717 | $3,285-78.2% | $4,323-83.4% | $4,299-83.3% |
| Admin fee / account holder | $228 | $4,749-95.2% | $7,355-96.9% | $6,924-96.7% |