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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 | $15,747 | $82,028-80.8% | $123,105-87.2% | $59,633-73.6% |
| Participation rate | 37.8% | 83.2%-45.4pp | 86.8%-48.9pp | 68.7%-30.8pp |
| Annual return | 36.13% | 5.12%+31.0pp | 13.22%+22.9pp | 2041.45%-2005.3pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,353 | $4,667-28.2% | $6,229-46.2% | $3,192+5.1% |
| Admin fee / account holder | $0 | $5,879-100.0% | $9,014-100.0% | $4,297-100.0% |