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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 | $7,035 | $185,312-96.2% | $161,489-95.6% | $154,746-95.5% |
| Participation rate | 64.7% | 82.5%-17.8pp | 78.7%-14.0pp | 80.7%-16.0pp |
| Annual return | 35.72% | 103.84%-68.1pp | 89.72%-54.0pp | 172.34%-136.6pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,983 | $6,350-53.0% | $5,630-47.0% | $6,730-55.7% |
| Admin fee / account holder | $53 | $18,654-99.7% | $16,006-99.7% | $14,365-99.6% |