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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 | $5,924 | $91,037-93.5% | $71,671-91.7% | $147,586-96.0% |
| Participation rate | 57.1% | 76.1%-19.0pp | 68.7%-11.6pp | 82.8%-25.7pp |
| Annual return | 25.14% | 20.48%+4.7pp | 20.65%+4.5pp | 578.59%-553.5pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,819 | $4,498-59.6% | $3,438-47.1% | $5,439-66.6% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |