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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 | $4,570 | $49,199-90.7% | $121,204-96.2% | $75,173-93.9% |
| Participation rate | 37.0% | 55.4%-18.4pp | 69.5%-32.5pp | 67.2%-30.2pp |
| Annual return | 17.96% | 56.04%-38.1pp | 987.18%-969.2pp | 160.72%-142.8pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,707 | $2,630-35.1% | $4,083-58.2% | $4,126-58.6% |
| Admin fee / account holder | $155 | $3,946-96.1% | $5,651-97.3% | $5,651-97.3% |