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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 | $2,591 | $53,063-95.1% | $124,206-97.9% | $82,637-96.9% |
| Participation rate | 64.7% | 58.4%+6.3pp | 69.6%-4.9pp | 68.1%-3.3pp |
| Annual return | 26.26% | 68.87%-42.6pp | 515.27%-489.0pp | 53.51%-27.2pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $942 | $2,644-64.4% | $3,968-76.3% | $4,126-77.2% |
| Admin fee / account holder | $15 | $4,281-99.6% | $5,929-99.7% | $7,339-99.8% |