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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 | $3,763 | $123,750-97.0% | $69,611-94.6% | $145,877-97.4% |
| Participation rate | 42.9% | 69.2%-26.3pp | 66.4%-23.6pp | 80.3%-37.4pp |
| Annual return | 10.60% | 192.03%-181.4pp | 101.14%-90.5pp | 551.28%-540.7pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $1,709-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $764 | $4,243-82.0% | $2,891-73.6% | $6,691-88.6% |
| Admin fee / account holder | $47 | $7,817-99.4% | $4,696-99.0% | $13,402-99.6% |