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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 | $8,558 | $106,267-91.9% | $96,520-91.1% | $139,456-93.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 22.03% | 38.45%-16.4pp | 35.72%-13.7pp | 373.45%-351.4pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,425 | $5,454-73.9% | $4,879-70.8% | $6,711-78.8% |
| Admin fee / account holder | $29 | $7,882-99.6% | $6,733-99.6% | $11,407-99.8% |