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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 | $15,688 | $157,296-90.0% | $141,191-88.9% | $152,897-89.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 22.57% | 64.34%-41.8pp | 71.41%-48.8pp | 345.43%-322.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,913 | $7,111-45.0% | $6,710-41.7% | $5,851-33.1% |
| Admin fee / account holder | $256 | $12,125-97.9% | $10,264-97.5% | $11,599-97.8% |