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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 | $7,445 | $127,273-94.2% | $109,895-93.2% | $167,518-95.6% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 15.28% | 22.97%-7.7pp | 29.46%-14.2pp | 478.71%-463.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,843-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,110 | $4,515-53.3% | $4,049-47.9% | $6,342-66.7% |
| Admin fee / account holder | $22 | $7,117-99.7% | $6,067-99.6% | $12,312-99.8% |