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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 | $5,702 | $124,980-95.4% | $108,359-94.7% | $154,746-96.3% |
| Participation rate | 22.2% | 75.2%-52.9pp | 70.1%-47.9pp | 80.7%-58.5pp |
| Annual return | 14.34% | 45.00%-30.7pp | 36.89%-22.6pp | 172.34%-158.0pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $31 | $11,502-99.7% | $9,741-99.7% | $14,365-99.8% |