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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 | $15,943 | $105,856-84.9% | $90,161-82.3% | $147,586-89.2% |
| Participation rate | 27.8% | 79.7%-52.0pp | 76.9%-49.1pp | 82.8%-55.1pp |
| Annual return | 23.92% | 37.63%-13.7pp | 34.89%-11.0pp | 578.59%-554.7pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,004 | $5,733-65.1% | $5,287-62.1% | $5,439-63.2% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |