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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 | $3,600 | $110,278-96.7% | $95,740-96.2% | $139,466-97.4% |
| Participation rate | 30.8% | 75.7%-45.0pp | 72.3%-41.5pp | 80.3%-49.6pp |
| Annual return | 24.42% | 27.19%-2.8pp | 28.41%-4.0pp | 373.66%-349.2pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $698 | $4,674-85.1% | $4,244-83.6% | $6,712-89.6% |
| Admin fee / account holder | $33 | $6,613-99.5% | $5,676-99.4% | $11,409-99.7% |