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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 | $11,191 | $84,236-86.7% | $170,435-93.4% | $70,126-84.0% |
| Participation rate | 66.7% | 70.8%-4.2pp | 83.6%-16.9pp | 69.5%-2.9pp |
| Annual return | 33.57% | 23.06%+10.5pp | 205.94%-172.4pp | 73.15%-39.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,286 | $3,086-25.9% | $4,939-53.7% | $3,332-31.4% |
| Admin fee / account holder | $105 | $5,698-98.2% | $13,881-99.2% | $4,645-97.7% |