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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 | $56,116-95.4% | $135,768-98.1% | $86,983-97.0% |
| Participation rate | 64.7% | 60.1%+4.6pp | 71.1%-6.4pp | 69.5%-4.8pp |
| Annual return | 26.26% | 125.33%-99.1pp | 526.10%-499.8pp | 25.83%+0.4pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $942 | $2,690-65.0% | $3,977-76.3% | $4,194-77.5% |
| Admin fee / account holder | $15 | $4,314-99.6% | $7,048-99.8% | $7,856-99.8% |