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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 | $5,986 | $60,139-90.0% | $90,461-93.4% | $79,856-92.5% |
| Participation rate | 27.6% | 65.0%-37.4pp | 72.7%-45.1pp | 69.6%-42.0pp |
| Annual return | 29.68% | 71.96%-42.3pp | 1294.76%-1265.1pp | 31.71%-2.0pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,100 | $2,939-62.6% | $3,964-72.2% | $3,741-70.6% |
| Admin fee / account holder | $22 | $3,978-99.4% | $5,617-99.6% | $5,306-99.6% |