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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 | $15,017 | $62,672-76.0% | $185,117-91.9% | $70,126-78.6% |
| Participation rate | 27.9% | 63.8%-35.8pp | 77.3%-49.3pp | 69.5%-41.6pp |
| Annual return | 177.48% | 40.79%+136.7pp | 40.50%+137.0pp | 73.15%+104.3pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,311 | $3,272-59.9% | $5,045-74.0% | $3,332-60.7% |
| Admin fee / account holder | $119 | $3,932-97.0% | $8,159-98.5% | $4,645-97.4% |