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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 | $10,306 | $56,134-81.6% | $96,192-89.3% | $85,851-88.0% |
| Participation rate | 20.0% | 56.7%-36.7pp | 68.4%-48.4pp | 69.3%-49.3pp |
| Annual return | 22.83% | 42.30%-19.5pp | 192.09%-169.3pp | 318.63%-295.8pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,297 | $2,858-54.6% | $4,351-70.2% | $3,952-67.2% |
| Admin fee / account holder | $201 | $3,769-94.7% | $5,539-96.4% | $6,261-96.8% |