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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 | $1,775 | $45,082-96.1% | $69,464-97.4% | $72,975-97.6% |
| Participation rate | 43.5% | 68.5%-25.0pp | 74.6%-31.1pp | 69.5%-26.0pp |
| Annual return | 94.58% | 22.66%+71.9pp | 28.98%+65.6pp | 81.01%+13.6pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $898 | $2,604-65.5% | $3,536-74.6% | $3,608-75.1% |
| Admin fee / account holder | $2 | $3,057-99.9% | $3,840-100.0% | $5,124-100.0% |