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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 | $17,541 | $165,939-89.4% | $122,354-85.7% | $147,586-88.1% |
| Participation rate | 18.2% | 79.6%-61.4pp | 71.6%-53.5pp | 82.8%-64.6pp |
| Annual return | 23.66% | 34.56%-10.9pp | 30.28%-6.6pp | 578.59%-554.9pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,067 | $4,005-73.3% | $3,287-67.5% | $5,439-80.4% |
| Admin fee / account holder | $140 | $7,425-98.1% | $5,479-97.4% | $10,886-98.7% |