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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 | $18,260 | $85,766-78.7% | $136,298-86.6% | $70,126-74.0% |
| Participation rate | 40.5% | 74.2%-33.7pp | 81.9%-41.4pp | 69.5%-29.1pp |
| Annual return | 17.02% | 31.46%-14.4pp | 5156.27%-5139.3pp | 73.15%-56.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,307 | $5,051-54.3% | $6,247-63.1% | $3,332-30.8% |
| Admin fee / account holder | $290 | $5,421-94.7% | $9,244-96.9% | $4,645-93.8% |