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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 | $6,821 | $132,634-94.9% | $115,768-94.1% | $137,256-95.0% |
| Participation rate | 68.8% | 77.9%-9.1pp | 74.4%-5.6pp | 80.0%-11.2pp |
| Annual return | 22.05% | 160.70%-138.6pp | 100.46%-78.4pp | 220.34%-198.3pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,619 | $5,619-71.2% | $4,917-67.1% | $6,407-74.7% |
| Admin fee / account holder | $136 | $15,028-99.1% | $12,439-98.9% | $12,270-98.9% |