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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 | $6,571 | $95,415-93.1% | $185,851-96.5% | $85,851-92.3% |
| Participation rate | 63.0% | 68.8%-5.8pp | 81.7%-18.7pp | 69.3%-6.4pp |
| Annual return | 26.03% | 23.59%+2.4pp | 122.11%-96.1pp | 318.63%-292.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,310 | $3,424-61.7% | $5,569-76.5% | $3,952-66.9% |
| Admin fee / account holder | $139 | $7,215-98.1% | $16,245-99.1% | $6,261-97.8% |