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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 | $10,589 | $65,395-83.8% | $182,558-94.2% | $72,976-85.5% |
| Participation rate | 41.4% | 65.4%-24.1pp | 78.0%-36.6pp | 69.5%-28.1pp |
| Annual return | 24.02% | 27.68%-3.7pp | 148.59%-124.6pp | 81.02%-57.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,637 | $3,563-54.0% | $5,526-70.4% | $3,608-54.6% |
| Admin fee / account holder | $9 | $4,245-99.8% | $8,594-99.9% | $5,124-99.8% |