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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 | $9,190 | $81,331-88.7% | $155,534-94.1% | $80,935-88.6% |
| Participation rate | 18.2% | 66.3%-48.1pp | 78.2%-60.0pp | 67.7%-49.5pp |
| Annual return | 12.46% | 33.37%-20.9pp | 64.92%-52.5pp | 35.66%-23.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $940 | $3,454-72.8% | $5,630-83.3% | $4,299-78.1% |
| Admin fee / account holder | $44 | $7,999-99.5% | $15,900-99.7% | $6,924-99.4% |