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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 | $2,125 | $95,601-97.8% | $77,183-97.2% | $139,456-98.5% |
| Participation rate | 44.4% | 74.0%-29.5pp | 69.6%-25.1pp | 80.3%-35.9pp |
| Annual return | 74.57% | 54.96%+19.6pp | 37.89%+36.7pp | 373.45%-298.9pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,534-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $953 | $4,623-79.4% | $3,833-75.1% | $6,711-85.8% |
| Admin fee / account holder | $32 | $8,302-99.6% | $5,475-99.4% | $11,407-99.7% |