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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 | $6,815 | $115,814-94.1% | $101,275-93.3% | $158,982-95.7% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-33.0pp | 82.0%-39.1pp |
| Annual return | 20.69% | 56.16%-35.5pp | 46.48%-25.8pp | 302.99%-282.3pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,945 | $4,958-60.8% | $4,371-55.5% | $5,983-67.5% |
| Admin fee / account holder | $25 | $7,249-99.7% | $5,948-99.6% | $11,252-99.8% |