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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 | $11,604 | $89,364-87.0% | $141,177-91.8% | $72,983-84.1% |
| Participation rate | 28.1% | 75.1%-47.0pp | 82.5%-54.3pp | 69.5%-41.4pp |
| Annual return | 43.19% | 111.86%-68.7pp | 71.40%-28.2pp | 81.01%-37.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,488 | $5,419-54.1% | $6,710-62.9% | $3,608-31.0% |
| Admin fee / account holder | $193 | $5,959-96.8% | $10,263-98.1% | $5,124-96.2% |