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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 | $4,019 | $52,353-92.3% | $120,225-96.7% | $82,448-95.1% |
| Participation rate | 67.2% | 58.3%+8.9pp | 69.6%-2.4pp | 68.1%-0.9pp |
| Annual return | 39.15% | 61.85%-22.7pp | 439.23%-400.1pp | 41.64%-2.5pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,645 | $2,627-37.4% | $3,999-58.9% | $4,139-60.3% |
| Admin fee / account holder | $88 | $4,363-98.0% | $5,696-98.5% | $7,234-98.8% |