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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 | $3,071 | $102,938-97.0% | $94,105-96.7% | $138,895-97.8% |
| Participation rate | 54.5% | 74.6%-20.1pp | 71.9%-17.4pp | 79.9%-25.4pp |
| Annual return | 28.04% | 250.28%-222.2pp | 204.55%-176.5pp | 145.39%-117.4pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $834 | $4,196-80.1% | $3,881-78.5% | $6,396-87.0% |
| Admin fee / account holder | $121 | $6,600-98.2% | $6,199-98.0% | $12,562-99.0% |