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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 | $1,448 | $43,730-96.7% | $66,674-97.8% | $64,097-97.7% |
| Participation rate | 41.5% | 50.7%-9.2pp | 73.7%-32.1pp | 55.2%-13.7pp |
| Annual return | 150.42% | 53.62%+96.8pp | 321.24%-170.8pp | 34.64%+115.8pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $548 | $2,122-74.2% | $4,084-86.6% | $3,080-82.2% |
| Admin fee / account holder | $115 | $2,708-95.8% | $5,098-97.7% | $3,454-96.7% |