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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 | $23,138 | $91,559-74.7% | $133,971-82.7% | $79,852-71.0% |
| Participation rate | 46.2% | 73.3%-27.2pp | 79.8%-33.7pp | 69.6%-23.5pp |
| Annual return | 17.08% | 61.85%-44.8pp | 45.09%-28.0pp | 31.72%-14.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,913 | $3,734-48.8% | $5,047-62.1% | $3,740-48.9% |
| Admin fee / account holder | $41 | $6,321-99.4% | $8,929-99.5% | $5,306-99.2% |