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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 | $10,998 | $109,372-89.9% | $89,414-87.7% | $158,966-93.1% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 10.40% | 345.55%-335.2pp | 245.50%-235.1pp | 302.95%-292.6pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,536 | $4,598-66.6% | $3,890-60.5% | $5,983-74.3% |
| Admin fee / account holder | $35 | $6,156-99.4% | $4,883-99.3% | $11,250-99.7% |