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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 | $58,311-88.9% | $81,882-92.1% | $80,959-92.0% |
| Participation rate | 59.6% | 63.5%-3.9pp | 72.4%-12.8pp | 67.7%-8.1pp |
| Annual return | 15.68% | 41.85%-26.2pp | 779.47%-763.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $805 | $3,287-75.5% | $4,323-81.4% | $4,300-81.3% |
| Admin fee / account holder | $46 | $4,752-99.0% | $7,360-99.4% | $6,925-99.3% |