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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 | $7,099 | $91,167-92.2% | $178,498-96.0% | $79,858-91.1% |
| Participation rate | 44.3% | 69.2%-24.9pp | 81.9%-37.7pp | 69.6%-25.4pp |
| Annual return | 20.14% | 24.19%-4.0pp | 151.09%-131.0pp | 31.72%-11.6pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,068 | $3,236-67.0% | $5,202-79.5% | $3,740-71.4% |
| Admin fee / account holder | $263 | $6,747-96.1% | $13,985-98.1% | $5,306-95.0% |