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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 | $6,590 | $93,346-92.9% | $71,796-90.8% | $273,972-97.6% |
| Participation rate | 42.1% | 76.5%-34.4pp | 69.1%-27.0pp | 83.0%-40.9pp |
| Annual return | 22.97% | 130.39%-107.4pp | 78.04%-55.1pp | 41.46%-18.5pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,772 | $3,475-49.0% | $2,794-36.6% | $5,287-66.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |