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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 | $7,936 | $64,359-87.7% | $90,161-91.2% | $70,126-88.7% |
| Participation rate | 25.9% | 70.4%-44.5pp | 76.9%-50.9pp | 69.5%-43.6pp |
| Annual return | 122.72% | 28.13%+94.6pp | 34.89%+87.8pp | 73.15%+49.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,013 | $4,389-54.1% | $5,287-61.9% | $3,332-39.6% |
| Admin fee / account holder | $0 | $3,945-100.0% | $5,943-100.0% | $4,645-100.0% |