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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 | $11,062 | $68,586-83.9% | $120,380-90.8% | $80,911-86.3% |
| Participation rate | 28.6% | 61.6%-33.0pp | 71.9%-43.3pp | 67.6%-39.1pp |
| Annual return | 16.92% | 23.62%-6.7pp | 107.28%-90.4pp | 35.63%-18.7pp |
| Employer contribution / active EE | $1,071 | $2,053-47.8% | $3,465-69.1% | $2,756-61.1% |
| Participant deferral / active EE | $0 | $3,174-100.0% | $4,992-100.0% | $4,297-100.0% |
| Admin fee / account holder | $20 | $5,733-99.7% | $9,421-99.8% | $6,935-99.7% |