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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 | $13,756 | $91,179-84.9% | $178,499-92.3% | $79,852-82.8% |
| Participation rate | 53.5% | 69.2%-15.7pp | 81.9%-28.4pp | 69.6%-16.2pp |
| Annual return | 36.29% | 24.19%+12.1pp | 151.10%-114.8pp | 31.72%+4.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,526 | $3,236+9.0% | $5,202-32.2% | $3,740-5.7% |
| Admin fee / account holder | $123 | $6,749-98.2% | $13,986-99.1% | $5,306-97.7% |