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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 | $53,063-92.4% | $124,206-96.8% | $82,637-95.1% |
| Participation rate | 67.2% | 58.4%+8.8pp | 69.6%-2.4pp | 68.1%-0.8pp |
| Annual return | 39.15% | 68.87%-29.7pp | 515.27%-476.1pp | 53.51%-14.4pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,645 | $2,644-37.8% | $3,968-58.5% | $4,126-60.1% |
| Admin fee / account holder | $88 | $4,281-97.9% | $5,929-98.5% | $7,339-98.8% |