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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 | $16,558 | $98,766-83.2% | $149,730-88.9% | $79,852-79.3% |
| Participation rate | 65.9% | 75.8%-9.9pp | 82.5%-16.6pp | 69.6%-3.8pp |
| Annual return | 16.46% | 27.43%-11.0pp | 276.70%-260.2pp | 31.72%-15.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,290 | $5,681-42.1% | $6,843-51.9% | $3,740-12.0% |
| Admin fee / account holder | $209 | $6,052-96.5% | $9,310-97.8% | $5,306-96.1% |