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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 | $4,021 | $100,279-96.0% | $81,353-95.1% | $145,884-97.2% |
| Participation rate | 61.5% | 74.3%-12.7pp | 69.5%-8.0pp | 80.3%-18.8pp |
| Annual return | 15.11% | 34.49%-19.4pp | 24.82%-9.7pp | 551.85%-536.7pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,020 | $4,611-77.9% | $3,885-73.7% | $6,690-84.7% |
| Admin fee / account holder | $54 | $8,206-99.3% | $5,766-99.1% | $13,392-99.6% |