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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 | $3,932 | $111,878-96.5% | $93,727-95.8% | $145,897-97.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 11.26% | 204.28%-193.0pp | 133.83%-122.6pp | 552.29%-541.0pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,586 | $4,920-67.8% | $4,417-64.1% | $6,689-76.3% |
| Admin fee / account holder | $14 | $10,256-99.9% | $8,292-99.8% | $13,390-99.9% |