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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 | $20,076 | $165,939-87.9% | $122,354-83.6% | $147,586-86.4% |
| Participation rate | 40.0% | 79.6%-39.6pp | 71.6%-31.6pp | 82.8%-42.8pp |
| Annual return | 11.31% | 34.56%-23.2pp | 30.28%-19.0pp | 578.59%-567.3pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,182 | $4,005-20.6% | $3,287-3.2% | $5,439-41.5% |
| Admin fee / account holder | $55 | $7,425-99.3% | $5,479-99.0% | $10,886-99.5% |