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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 | $23,322 | $81,208-71.3% | $98,920-76.4% | $79,856-70.8% |
| Participation rate | 49.0% | 72.5%-23.5pp | 76.0%-27.1pp | 69.6%-20.7pp |
| Annual return | 15.06% | 60.99%-45.9pp | 196.47%-181.4pp | 31.71%-16.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,603 | $3,265-50.9% | $4,245-62.2% | $3,741-57.1% |
| Admin fee / account holder | $83 | $6,013-98.6% | $6,643-98.8% | $5,306-98.4% |