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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 | $2,208 | $105,929-97.9% | $81,926-97.3% | $158,950-98.6% |
| Participation rate | 25.0% | 75.6%-50.6pp | 72.0%-47.0pp | 82.0%-57.0pp |
| Annual return | 22.81% | 38.19%-15.4pp | 29.49%-6.7pp | 302.91%-280.1pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $810 | $13,007-93.8% | $7,108-88.6% | $5,983-86.5% |
| Admin fee / account holder | $7 | $8,492-99.9% | $5,159-99.9% | $11,248-99.9% |