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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 | $7,120 | $108,212-93.4% | $77,513-90.8% | $158,966-95.5% |
| Participation rate | 11.8% | 64.4%-52.7pp | 54.2%-42.4pp | 82.0%-70.2pp |
| Annual return | 27.95% | 31.67%-3.7pp | 54.81%-26.9pp | 302.95%-275.0pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $252 | $2,455-89.7% | $1,861-86.4% | $5,983-95.8% |
| Admin fee / account holder | $22 | $3,709-99.4% | $2,859-99.2% | $11,250-99.8% |