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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 | $9,802 | $183,627-94.7% | $155,602-93.7% | $145,978-93.3% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 14.89% | 61.32%-46.4pp | 64.81%-49.9pp | 550.52%-535.6pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,856 | $6,466-71.3% | $5,629-67.0% | $6,690-72.3% |
| Admin fee / account holder | $37 | $19,327-99.8% | $15,923-99.8% | $13,400-99.7% |