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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 | $11,403 | $103,387-89.0% | $87,102-86.9% | $152,885-92.5% |
| Participation rate | 57.1% | 79.4%-22.2pp | 76.9%-19.7pp | 82.5%-25.3pp |
| Annual return | 27.40% | 28.10%-0.7pp | 28.19%-0.8pp | 345.39%-318.0pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,198 | $4,778-33.1% | $4,048-21.0% | $5,851-45.3% |
| Admin fee / account holder | $0 | $12,193-100.0% | $7,491-100.0% | $11,598-100.0% |