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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 | $9,645 | $117,895-91.8% | $102,460-90.6% | $145,897-93.4% |
| Participation rate | 61.5% | 78.6%-17.1pp | 76.5%-15.0pp | 80.3%-18.8pp |
| Annual return | 14.69% | 31.92%-17.2pp | 29.47%-14.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,698 | $5,736-53.0% | $5,056-46.6% | $6,689-59.7% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |