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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 | $16,783 | $162,785-89.7% | $133,959-87.5% | $158,950-89.4% |
| Participation rate | 26.3% | 83.2%-56.9pp | 79.8%-53.5pp | 82.0%-55.6pp |
| Annual return | 36.75% | 41.94%-5.2pp | 45.09%-8.3pp | 302.91%-266.2pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,906 | $5,910-67.8% | $5,047-62.2% | $5,983-68.1% |
| Admin fee / account holder | $48 | $11,738-99.6% | $8,928-99.5% | $11,248-99.6% |