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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 | $15,711 | $91,559-82.8% | $133,959-88.3% | $79,858-80.3% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 12.03% | 61.85%-49.8pp | 45.09%-33.1pp | 31.72%-19.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,793 | $3,734-25.2% | $5,047-44.7% | $3,740-25.3% |
| Admin fee / account holder | $167 | $6,321-97.4% | $8,928-98.1% | $5,306-96.8% |