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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 | $14,889 | $135,956-89.0% | $123,894-88.0% | $273,972-94.6% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 78.09% | 56.63%+21.5pp | 47.52%+30.6pp | 41.46%+36.6pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,365 | $6,343-31.2% | $5,984-27.1% | $5,287-17.4% |
| Admin fee / account holder | $216 | $9,817-97.8% | $8,357-97.4% | $10,133-97.9% |