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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 | $12,682 | $112,915-88.8% | $90,965-86.1% | $158,950-92.0% |
| Participation rate | 41.7% | 74.7%-33.1pp | 69.0%-27.3pp | 82.0%-40.3pp |
| Annual return | 20.86% | 215.75%-194.9pp | 134.57%-113.7pp | 302.91%-282.0pp |
| Employer contribution / active EE | $0 | $2,894-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,034 | $4,128-50.7% | $3,373-39.7% | $5,983-66.0% |
| Admin fee / account holder | $40 | $8,044-99.5% | $5,960-99.3% | $11,248-99.6% |