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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 | $7,984 | $99,994-92.0% | $146,643-94.6% | $85,847-90.7% |
| Participation rate | 60.5% | 73.1%-12.5pp | 80.1%-19.5pp | 69.3%-8.8pp |
| Annual return | 15.65% | 18.93%-3.3pp | 22.75%-7.1pp | 318.61%-303.0pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,996 | $4,006-50.2% | $5,506-63.7% | $3,952-49.5% |
| Admin fee / account holder | $235 | $7,703-96.9% | $10,280-97.7% | $6,261-96.2% |