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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 | $11,492 | $93,346-87.7% | $71,796-84.0% | $273,972-95.8% |
| Participation rate | 44.4% | 76.5%-32.1pp | 69.1%-24.7pp | 83.0%-38.6pp |
| Annual return | 4.44% | 130.39%-125.9pp | 78.04%-73.6pp | 41.46%-37.0pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,407 | $3,475-59.5% | $2,794-49.7% | $5,287-73.4% |
| Admin fee / account holder | $14 | $6,571-99.8% | $4,815-99.7% | $10,133-99.9% |