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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 | $8,828 | $111,878-92.1% | $93,727-90.6% | $145,897-93.9% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.2pp |
| Annual return | 8.58% | 204.28%-195.7pp | 133.83%-125.2pp | 552.29%-543.7pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,950 | $4,920-60.4% | $4,417-55.9% | $6,689-70.9% |
| Admin fee / account holder | $37 | $10,256-99.6% | $8,292-99.6% | $13,390-99.7% |