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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 | $14,555 | $110,212-86.8% | $96,534-84.9% | $139,466-89.6% |
| Participation rate | 29.4% | 78.1%-48.7pp | 76.0%-46.6pp | 80.3%-50.9pp |
| Annual return | 24.19% | 26.42%-2.2pp | 25.88%-1.7pp | 373.66%-349.5pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,279 | $5,547-58.9% | $4,851-53.0% | $6,712-66.0% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |