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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 | $10,827 | $106,918-89.9% | $84,021-87.1% | $152,897-92.9% |
| Participation rate | 31.8% | 75.2%-43.4pp | 69.0%-37.2pp | 82.5%-50.6pp |
| Annual return | 29.20% | 105.01%-75.8pp | 71.32%-42.1pp | 345.43%-316.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,404 | $4,012-65.0% | $3,239-56.6% | $5,851-76.0% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |