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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 | $6,996 | $117,433-94.0% | $99,475-93.0% | $152,897-95.4% |
| Participation rate | 55.6% | 77.5%-22.0pp | 73.8%-18.3pp | 82.5%-26.9pp |
| Annual return | 24.97% | 31.87%-6.9pp | 30.72%-5.8pp | 345.43%-320.5pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $898 | $4,086-78.0% | $3,619-75.2% | $5,851-84.7% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |