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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 | $10,505 | $78,423-86.6% | $95,964-89.1% | $79,856-86.8% |
| Participation rate | 48.1% | 73.5%-25.3pp | 77.1%-28.9pp | 69.6%-21.5pp |
| Annual return | 22.77% | 19.37%+3.4pp | 91.64%-68.9pp | 31.71%-8.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,627 | $3,440-52.7% | $4,167-61.0% | $3,741-56.5% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,797-100.0% | $5,306-100.0% |