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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 | $18,029 | $106,905-83.1% | $84,020-78.5% | $152,885-88.2% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.5%-22.5pp |
| Annual return | 33.03% | 105.00%-72.0pp | 71.31%-38.3pp | 345.39%-312.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,979 | $4,012-25.7% | $3,239-8.0% | $5,851-49.1% |
| Admin fee / account holder | $61 | $8,287-99.3% | $6,101-99.0% | $11,598-99.5% |