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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 | $2,600 | $79,449-96.7% | $189,575-98.6% | $85,847-97.0% |
| Participation rate | 11.4% | 66.0%-54.6pp | 78.4%-67.0pp | 69.3%-57.9pp |
| Annual return | 15.47% | 18.45%-3.0pp | 64.19%-48.7pp | 318.61%-303.1pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $36 | $5,377-99.3% | $9,806-99.6% | $6,261-99.4% |