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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 | $7,027 | $96,558-92.7% | $80,977-91.3% | $273,972-97.4% |
| Participation rate | 0.0% | 79.1%-79.1pp | 75.8%-75.8pp | 83.0%-83.0pp |
| Annual return | 9.43% | 15.14%-5.7pp | 17.11%-7.7pp | 41.46%-32.0pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,174 | $6,598-67.1% | $5,696-61.8% | $5,287-58.9% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |