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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 | $8,819 | $79,449-88.9% | $189,558-95.3% | $85,856-89.7% |
| Participation rate | 61.3% | 66.0%-4.7pp | 78.5%-17.2pp | 69.3%-8.0pp |
| Annual return | 14.58% | 18.45%-3.9pp | 64.19%-49.6pp | 318.58%-304.0pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,729 | $4,051-57.3% | $6,174-72.0% | $3,952-56.2% |
| Admin fee / account holder | $44 | $5,377-99.2% | $9,809-99.6% | $6,261-99.3% |