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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 | $9,768 | $105,929-90.8% | $81,926-88.1% | $158,950-93.9% |
| Participation rate | 15.8% | 75.6%-59.8pp | 72.0%-56.2pp | 82.0%-66.2pp |
| Annual return | 34.88% | 38.19%-3.3pp | 29.49%+5.4pp | 302.91%-268.0pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,309 | $13,007-89.9% | $7,108-81.6% | $5,983-78.1% |
| Admin fee / account holder | $28 | $8,492-99.7% | $5,159-99.5% | $11,248-99.7% |