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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 | $8,739 | $79,449-89.0% | $189,575-95.4% | $85,847-89.8% |
| Participation rate | 60.6% | 66.0%-5.4pp | 78.4%-17.8pp | 69.3%-8.7pp |
| Annual return | 15.65% | 18.45%-2.8pp | 64.19%-48.5pp | 318.61%-303.0pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,474 | $4,051-63.6% | $6,174-76.1% | $3,952-62.7% |
| Admin fee / account holder | $183 | $5,377-96.6% | $9,806-98.1% | $6,261-97.1% |