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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 | $127,296-94.2% | $109,907-93.2% | $167,536-95.6% |
| 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 | 478.82%-463.5pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,110 | $4,513-53.2% | $4,047-47.8% | $6,342-66.7% |
| Admin fee / account holder | $22 | $7,119-99.7% | $6,069-99.6% | $12,315-99.8% |