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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 | $12,204 | $88,707-86.2% | $74,184-83.5% | $273,972-95.5% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 49.27% | 11.94%+37.3pp | 17.74%+31.5pp | 41.46%+7.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,639 | $4,212+10.2% | $3,550+30.7% | $5,287-12.3% |
| Admin fee / account holder | $33 | $8,717-99.6% | $5,586-99.4% | $10,133-99.7% |