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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 | $3,299 | $111,535-97.0% | $105,223-96.9% | $137,256-97.6% |
| Participation rate | 63.2% | 78.1%-14.9pp | 75.0%-11.9pp | 80.0%-16.8pp |
| Annual return | 836.82% | 237.85%+599.0pp | 180.65%+656.2pp | 220.34%+616.5pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,108 | $5,500-61.7% | $5,072-58.4% | $6,407-67.1% |
| Admin fee / account holder | $133 | $9,721-98.6% | $8,859-98.5% | $12,270-98.9% |