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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 | $25,593 | $78,707-67.5% | $117,861-78.3% | $70,126-63.5% |
| Participation rate | 25.4% | 73.2%-47.8pp | 79.7%-54.3pp | 69.5%-44.1pp |
| Annual return | 22.91% | 23.30%-0.4pp | 335.11%-312.2pp | 73.15%-50.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,322 | $3,297-29.6% | $4,482-48.2% | $3,332-30.3% |
| Admin fee / account holder | $4 | $5,066-99.9% | $8,021-99.9% | $4,645-99.9% |