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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 | $7,735 | $77,416-90.0% | $69,464-88.9% | $152,897-94.9% |
| Participation rate | 21.4% | 78.1%-56.7pp | 74.6%-53.2pp | 82.5%-61.0pp |
| Annual return | 42.29% | 39.08%+3.2pp | 28.98%+13.3pp | 345.43%-303.1pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,389 | $4,413-68.5% | $3,536-60.7% | $5,851-76.3% |
| Admin fee / account holder | $44 | $6,208-99.3% | $3,840-98.9% | $11,599-99.6% |