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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 | $676 | $103,000-99.3% | $90,300-99.3% | $152,885-99.6% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 23.48% | 95.19%-71.7pp | 78.11%-54.6pp | 345.39%-321.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,426 | $4,281-66.7% | $3,884-63.3% | $5,851-75.6% |
| Admin fee / account holder | $184 | $6,173-97.0% | $5,353-96.6% | $11,598-98.4% |