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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 | $16,520 | $103,392-84.0% | $87,104-81.0% | $152,897-89.2% |
| Participation rate | 30.8% | 79.4%-48.6pp | 76.9%-46.1pp | 82.5%-51.7pp |
| Annual return | 20.21% | 28.10%-7.9pp | 28.19%-8.0pp | 345.43%-325.2pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,006 | $4,778-37.1% | $4,048-25.8% | $5,851-48.6% |
| Admin fee / account holder | $121 | $12,194-99.0% | $7,491-98.4% | $11,599-99.0% |