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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 | $3,667 | $63,354-94.2% | $94,105-96.1% | $82,637-95.6% |
| Participation rate | 50.0% | 63.8%-13.8pp | 71.9%-21.9pp | 68.1%-18.1pp |
| Annual return | 22.78% | 34.36%-11.6pp | 204.55%-181.8pp | 53.51%-30.7pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $877 | $2,873-69.5% | $3,881-77.4% | $4,126-78.8% |
| Admin fee / account holder | $0 | $5,073-100.0% | $6,199-100.0% | $7,339-100.0% |