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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 | $9,704 | $111,785-91.3% | $93,669-89.6% | $145,877-93.3% |
| Participation rate | 41.7% | 74.2%-32.6pp | 68.7%-27.1pp | 80.3%-38.6pp |
| Annual return | 14.97% | 203.79%-188.8pp | 133.59%-118.6pp | 551.28%-536.3pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,932 | $4,919-60.7% | $4,416-56.2% | $6,691-71.1% |
| Admin fee / account holder | $45 | $10,256-99.6% | $8,291-99.5% | $13,402-99.7% |