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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 | $2,624 | $110,278-97.6% | $95,740-97.3% | $139,466-98.1% |
| Participation rate | 57.1% | 75.7%-18.6pp | 72.3%-15.1pp | 80.3%-23.2pp |
| Annual return | 14.13% | 27.19%-13.1pp | 28.41%-14.3pp | 373.66%-359.5pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $762 | $4,674-83.7% | $4,244-82.1% | $6,712-88.7% |
| Admin fee / account holder | $289 | $6,613-95.6% | $5,676-94.9% | $11,409-97.5% |