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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 | $8,400 | $111,785-92.5% | $93,669-91.0% | $145,877-94.2% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 8.01% | 203.79%-195.8pp | 133.59%-125.6pp | 551.28%-543.3pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,386 | $4,919-71.8% | $4,416-68.6% | $6,691-79.3% |
| Admin fee / account holder | $93 | $10,256-99.1% | $8,291-98.9% | $13,402-99.3% |