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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 | $13,651 | $112,131-87.8% | $95,964-85.8% | $158,982-91.4% |
| Participation rate | 52.6% | 79.0%-26.4pp | 77.1%-24.5pp | 82.0%-29.3pp |
| Annual return | 21.99% | 171.19%-149.2pp | 91.64%-69.7pp | 302.99%-281.0pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,828 | $4,784-40.9% | $4,167-32.1% | $5,983-52.7% |
| Admin fee / account holder | $72 | $10,136-99.3% | $6,797-98.9% | $11,252-99.4% |