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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 | $13,292 | $116,203-88.6% | $93,621-85.8% | $152,897-91.3% |
| Participation rate | 58.3% | 78.1%-19.7pp | 75.8%-17.5pp | 82.5%-24.1pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,387 | $4,605+60.4% | $4,070+81.5% | $5,851+26.3% |
| Admin fee / account holder | $11 | $10,751-99.9% | $7,890-99.9% | $11,599-99.9% |