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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 | $2,860 | $109,908-97.4% | $97,161-97.1% | $145,978-98.0% |
| Participation rate | 58.3% | 75.9%-17.6pp | 72.7%-14.4pp | 80.3%-22.0pp |
| Annual return | 25.82% | 243.80%-218.0pp | 75.36%-49.5pp | 550.52%-524.7pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,182 | $4,679-74.7% | $4,265-72.3% | $6,690-82.3% |
| Admin fee / account holder | $21 | $6,213-99.7% | $5,647-99.6% | $13,400-99.8% |