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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 | $6,038 | $63,764-90.5% | $81,926-92.6% | $79,858-92.4% |
| Participation rate | 37.9% | 67.5%-29.6pp | 72.0%-34.1pp | 69.6%-31.7pp |
| Annual return | 68.99% | 22.66%+46.3pp | 29.49%+39.5pp | 31.72%+37.3pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,452 | $2,780-47.8% | $7,108-79.6% | $3,740-61.2% |
| Admin fee / account holder | $0 | $4,426-100.0% | $5,159-100.0% | $5,306-100.0% |