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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 | $6,742 | $103,393-93.5% | $87,103-92.3% | $152,909-95.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 39.67% | 28.10%+11.6pp | 28.19%+11.5pp | 345.46%-305.8pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,183 | $4,778-54.3% | $4,049-46.1% | $5,851-62.7% |
| Admin fee / account holder | $168 | $12,195-98.6% | $7,491-97.8% | $11,601-98.6% |