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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 | $5,039 | $69,248-92.7% | $64,101-92.1% | $139,466-96.4% |
| Participation rate | 45.5% | 75.6%-30.1pp | 72.3%-26.9pp | 80.3%-34.9pp |
| Annual return | 32.98% | 45.95%-13.0pp | 33.72%-0.7pp | 373.66%-340.7pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,197 | $4,682-74.4% | $3,881-69.1% | $6,712-82.2% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |