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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 | $4,271 | $93,598-95.4% | $135,974-96.9% | $75,173-94.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.3pp | 67.2%-0.5pp |
| Annual return | 110.98% | 30.89%+80.1pp | 68.30%+42.7pp | 160.72%-49.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,513 | $6,405-60.8% | $7,760-67.6% | $4,126-39.1% |
| Admin fee / account holder | $107 | $6,978-98.5% | $10,767-99.0% | $5,651-98.1% |