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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 | $6,476 | $58,258-88.9% | $81,820-92.1% | $80,925-92.0% |
| Participation rate | 59.6% | 63.5%-3.8pp | 72.4%-12.8pp | 67.7%-8.0pp |
| Annual return | 15.68% | 41.76%-26.1pp | 777.93%-762.3pp | 35.65%-20.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $805 | $3,284-75.5% | $4,323-81.4% | $4,299-81.3% |
| Admin fee / account holder | $46 | $4,976-99.1% | $7,391-99.4% | $6,940-99.3% |