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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 | $6,332 | $211,224-97.0% | $178,505-96.5% | $145,897-95.7% |
| Participation rate | 45.5% | 80.8%-35.4pp | 77.1%-31.7pp | 80.3%-34.9pp |
| Annual return | 11.79% | 30.28%-18.5pp | 27.16%-15.4pp | 552.29%-540.5pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,171 | $6,966-68.8% | $6,280-65.4% | $6,689-67.6% |
| Admin fee / account holder | $84 | $12,109-99.3% | $10,428-99.2% | $13,390-99.4% |