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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 | $3,683 | $58,311-93.7% | $81,882-95.5% | $80,959-95.5% |
| Participation rate | 46.7% | 63.5%-16.8pp | 72.4%-25.7pp | 67.7%-21.0pp |
| Annual return | 22.60% | 41.85%-19.2pp | 779.47%-756.9pp | 35.67%-13.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $875 | $3,287-73.4% | $4,323-79.8% | $4,300-79.7% |
| Admin fee / account holder | $27 | $4,752-99.4% | $7,360-99.6% | $6,925-99.6% |