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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 | $8,197 | $106,918-92.3% | $84,021-90.2% | $152,897-94.6% |
| Participation rate | 57.1% | 75.2%-18.1pp | 69.0%-11.9pp | 82.5%-25.3pp |
| Annual return | 36.04% | 105.01%-69.0pp | 71.32%-35.3pp | 345.43%-309.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,403 | $4,012-40.1% | $3,239-25.8% | $5,851-58.9% |
| Admin fee / account holder | $40 | $8,288-99.5% | $6,102-99.3% | $11,599-99.7% |