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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 | $7,906 | $124,330-93.6% | $109,173-92.8% | $167,536-95.3% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 13.62% | 26.04%-12.4pp | 25.75%-12.1pp | 478.82%-465.2pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,181 | $5,256-58.5% | $4,654-53.1% | $6,342-65.6% |
| Admin fee / account holder | $26 | $7,974-99.7% | $6,755-99.6% | $12,315-99.8% |