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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 | $1,691 | $70,366-97.6% | $66,674-97.5% | $138,895-98.8% |
| Participation rate | 68.4% | 76.2%-7.8pp | 73.7%-5.3pp | 79.9%-11.5pp |
| Annual return | 30.58% | 386.41%-355.8pp | 321.24%-290.7pp | 145.39%-114.8pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,014 | $4,374-76.8% | $4,084-75.2% | $6,396-84.1% |
| Admin fee / account holder | $298 | $5,262-94.3% | $5,098-94.2% | $12,562-97.6% |