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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 | $58,241-93.7% | $81,780-95.5% | $80,911-95.4% |
| Participation rate | 46.7% | 63.4%-16.8pp | 72.4%-25.7pp | 67.6%-21.0pp |
| Annual return | 22.60% | 41.73%-19.1pp | 776.27%-753.7pp | 35.63%-13.0pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $875 | $3,283-73.3% | $4,321-79.7% | $4,297-79.6% |
| Admin fee / account holder | $27 | $4,973-99.5% | $7,384-99.6% | $6,935-99.6% |