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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 | $5,226 | $103,387-94.9% | $87,102-94.0% | $152,885-96.6% |
| Participation rate | 55.6% | 79.4%-23.8pp | 76.9%-21.3pp | 82.5%-26.9pp |
| Annual return | 33.47% | 28.10%+5.4pp | 28.19%+5.3pp | 345.39%-311.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,812 | $4,778-62.1% | $4,048-55.2% | $5,851-69.0% |
| Admin fee / account holder | $27 | $12,193-99.8% | $7,491-99.6% | $11,598-99.8% |