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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 | $14,845 | $227,566-93.5% | $189,558-92.2% | $167,518-91.1% |
| Participation rate | 41.2% | 82.5%-41.3pp | 78.5%-37.3pp | 82.1%-40.9pp |
| Annual return | 17.83% | 78.43%-60.6pp | 64.19%-46.4pp | 478.71%-460.9pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,118 | $7,002-55.5% | $6,174-49.5% | $6,342-50.8% |
| Admin fee / account holder | $175 | $11,881-98.5% | $9,809-98.2% | $12,312-98.6% |