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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 | $6,880 | $100,279-93.1% | $81,353-91.5% | $145,884-95.3% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 26.59% | 34.49%-7.9pp | 24.82%+1.8pp | 551.85%-525.3pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,672 | $4,611-63.7% | $3,885-56.9% | $6,690-75.0% |
| Admin fee / account holder | $4 | $8,206-99.9% | $5,766-99.9% | $13,392-100.0% |