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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 | $9,350 | $182,442-94.9% | $163,379-94.3% | $138,895-93.3% |
| Participation rate | 30.8% | 79.8%-49.0pp | 76.8%-46.1pp | 79.9%-49.1pp |
| Annual return | 25.41% | 72.74%-47.3pp | 63.41%-38.0pp | 145.39%-120.0pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,222 | $6,817-82.1% | $6,282-80.5% | $6,396-80.9% |
| Admin fee / account holder | $33 | $10,396-99.7% | $9,818-99.7% | $12,562-99.7% |