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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 | $6,096 | $101,798-94.0% | $165,071-96.3% | $80,935-92.5% |
| Participation rate | 35.8% | 71.8%-36.0pp | 78.6%-42.8pp | 67.7%-31.8pp |
| Annual return | 12.42% | 16.73%-4.3pp | 70.17%-57.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $16 | $8,221-99.8% | $12,695-99.9% | $6,924-99.8% |