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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 | $7,853 | $63,861-87.7% | $104,639-92.5% | $79,856-90.2% |
| Participation rate | 35.7% | 64.9%-29.2pp | 74.1%-38.4pp | 69.6%-33.9pp |
| Annual return | 30.41% | 21.30%+9.1pp | 340.67%-310.3pp | 31.71%-1.3pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,309 | $2,693-51.4% | $3,738-65.0% | $3,741-65.0% |
| Admin fee / account holder | $21 | $4,185-99.5% | $6,465-99.7% | $5,306-99.6% |