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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 | $16,459 | $71,192-76.9% | $117,861-86.0% | $62,293-73.6% |
| Participation rate | 38.2% | 74.2%-36.0pp | 79.7%-41.4pp | 69.5%-31.3pp |
| Annual return | 56.37% | 18.66%+37.7pp | 335.11%-278.7pp | 28.90%+27.5pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,854 | $3,189-41.9% | $4,482-58.6% | $3,169-41.5% |
| Admin fee / account holder | $216 | $587-63.2% | $8,021-97.3% | $479-54.9% |