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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 | $2,611 | $110,093-97.6% | $97,295-97.3% | $145,897-98.2% |
| Participation rate | 63.6% | 75.9%-12.3pp | 72.7%-9.0pp | 80.3%-16.7pp |
| Annual return | 21.52% | 244.76%-223.2pp | 75.62%-54.1pp | 552.29%-530.8pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,182 | $4,678-74.7% | $4,264-72.3% | $6,689-82.3% |
| Admin fee / account holder | $207 | $6,212-96.7% | $5,646-96.3% | $13,390-98.5% |