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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 | $8,383 | $106,905-92.2% | $84,020-90.0% | $152,885-94.5% |
| Participation rate | 41.7% | 75.2%-33.6pp | 69.0%-27.3pp | 82.5%-40.8pp |
| Annual return | 38.21% | 105.00%-66.8pp | 71.31%-33.1pp | 345.39%-307.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,473 | $4,012-38.4% | $3,239-23.7% | $5,851-57.7% |
| Admin fee / account holder | $18 | $8,287-99.8% | $6,101-99.7% | $11,598-99.8% |