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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 | $19,479 | $77,816-75.0% | $123,549-84.2% | $64,181-69.6% |
| Participation rate | 42.4% | 74.7%-32.3pp | 82.3%-39.9pp | 69.6%-27.1pp |
| Annual return | 160.16% | 12.49%+147.7pp | 119.20%+41.0pp | 7.63%+152.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,354 | $5,240-55.1% | $6,426-63.4% | $3,470-32.2% |
| Admin fee / account holder | $118 | $5,519-97.9% | $9,284-98.7% | $4,887-97.6% |