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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 | $14,099 | $91,559-84.6% | $133,971-89.5% | $79,852-82.3% |
| Participation rate | 34.1% | 73.3%-39.2pp | 79.8%-45.7pp | 69.6%-35.5pp |
| Annual return | 24.92% | 61.85%-36.9pp | 45.09%-20.2pp | 31.72%-6.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,817 | $3,734-51.3% | $5,047-64.0% | $3,740-51.4% |
| Admin fee / account holder | $80 | $6,321-98.7% | $8,929-99.1% | $5,306-98.5% |