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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 | $7,064 | $111,535-93.7% | $105,223-93.3% | $137,256-94.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 74.73% | 237.85%-163.1pp | 180.65%-105.9pp | 220.34%-145.6pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,853 | $5,500-48.1% | $5,072-43.7% | $6,407-55.5% |
| Admin fee / account holder | $197 | $9,721-98.0% | $8,859-97.8% | $12,270-98.4% |