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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 | $11,562 | $126,519-90.9% | $106,201-89.1% | $145,959-92.1% |
| Participation rate | 63.6% | 77.7%-14.0pp | 75.3%-11.7pp | 80.3%-16.6pp |
| Annual return | 12.11% | 225.10%-213.0pp | 116.26%-104.2pp | 561.95%-549.8pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,995 | $5,716-65.1% | $5,012-60.2% | $6,689-70.2% |
| Admin fee / account holder | $12 | $17,312-99.9% | $11,039-99.9% | $13,398-99.9% |