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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 | $7,227 | $77,908-90.7% | $149,696-95.2% | $75,173-90.4% |
| Participation rate | 22.5% | 65.6%-43.1pp | 78.8%-56.3pp | 67.2%-44.7pp |
| Annual return | 21.15% | 31.73%-10.6pp | 134.46%-113.3pp | 160.72%-139.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,499 | $3,411-56.1% | $5,682-73.6% | $4,126-63.7% |
| Admin fee / account holder | $66 | $5,950-98.9% | $13,212-99.5% | $5,651-98.8% |