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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 | $3,048 | $232,540-98.7% | $185,117-98.4% | $147,586-97.9% |
| Participation rate | 58.8% | 82.4%-23.5pp | 77.3%-18.4pp | 82.8%-24.0pp |
| Annual return | 28.69% | 43.03%-14.3pp | 40.50%-11.8pp | 578.59%-549.9pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $893 | $5,834-84.7% | $5,045-82.3% | $5,439-83.6% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |