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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 | $1,369 | $70,366-98.1% | $66,674-97.9% | $138,895-99.0% |
| Participation rate | 58.8% | 76.2%-17.4pp | 73.7%-14.8pp | 79.9%-21.1pp |
| Annual return | 267.96% | 386.41%-118.5pp | 321.24%-53.3pp | 145.39%+122.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $951 | $4,374-78.3% | $4,084-76.7% | $6,396-85.1% |
| Admin fee / account holder | $155 | $5,262-97.1% | $5,098-97.0% | $12,562-98.8% |