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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 | $16,641 | $165,381-89.9% | $149,730-88.9% | $158,966-89.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 17.49% | 348.29%-330.8pp | 276.70%-259.2pp | 302.95%-285.5pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,524 | $7,182-50.9% | $6,843-48.5% | $5,983-41.1% |
| Admin fee / account holder | $44 | $10,809-99.6% | $9,310-99.5% | $11,250-99.6% |