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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 | $9,406 | $77,920-87.9% | $149,723-93.7% | $75,177-87.5% |
| Participation rate | 33.3% | 65.6%-32.2pp | 78.8%-45.4pp | 67.2%-33.9pp |
| Annual return | 72.85% | 31.72%+41.1pp | 134.50%-61.6pp | 160.75%-87.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,421 | $3,411-29.0% | $5,682-57.4% | $4,126-41.3% |
| Admin fee / account holder | $19 | $5,951-99.7% | $13,215-99.9% | $5,651-99.7% |