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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 | $9,226 | $49,177-81.2% | $79,476-88.4% | $64,181-85.6% |
| Participation rate | 38.6% | 65.0%-26.4pp | 73.3%-34.8pp | 69.6%-31.0pp |
| Annual return | 21.88% | -1.16%+23.0pp | 718.21%-696.3pp | 7.63%+14.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,422 | $2,821-49.6% | $3,704-61.6% | $3,470-59.0% |
| Admin fee / account holder | $1 | $3,839-100.0% | $5,113-100.0% | $4,887-100.0% |