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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 | $7,266 | $111,830-93.5% | $93,696-92.2% | $145,884-95.0% |
| Participation rate | 57.9% | 74.2%-16.3pp | 68.7%-10.8pp | 80.3%-22.4pp |
| Annual return | 22.46% | 204.08%-181.6pp | 133.74%-111.3pp | 551.85%-529.4pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,827 | $4,920-62.9% | $4,417-58.6% | $6,690-72.7% |
| Admin fee / account holder | $37 | $10,249-99.6% | $8,287-99.6% | $13,392-99.7% |