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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 | $2,152 | $176,402-98.8% | $134,162-98.4% | $158,966-98.6% |
| Participation rate | 60.0% | 78.7%-18.7pp | 72.2%-12.2pp | 82.0%-22.0pp |
| Annual return | 25.41% | 63.66%-38.2pp | 36.35%-10.9pp | 302.95%-277.5pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,082 | $4,093-73.6% | $3,500-69.1% | $5,983-81.9% |
| Admin fee / account holder | $181 | $8,719-97.9% | $6,685-97.3% | $11,250-98.4% |