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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 | $2,624 | $65,034-96.0% | $90,970-97.1% | $79,856-96.7% |
| Participation rate | 7.1% | 61.6%-54.5pp | 69.0%-61.9pp | 69.6%-62.5pp |
| Annual return | 14.09% | 30.45%-16.4pp | 134.60%-120.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $10 | $4,536-99.8% | $5,961-99.8% | $5,306-99.8% |