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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 | $9,477 | $48,364-80.4% | $71,796-86.8% | $62,881-84.9% |
| Participation rate | 16.3% | 60.6%-44.3pp | 69.1%-52.8pp | 69.3%-53.0pp |
| Annual return | 13.04% | 13.16%-0.1pp | 78.04%-65.0pp | 20.14%-7.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $935 | $2,091-55.3% | $2,794-66.5% | $3,203-70.8% |
| Admin fee / account holder | $18 | $3,771-99.5% | $4,815-99.6% | $4,296-99.6% |