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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 | $20,045 | $228,352-91.2% | $185,827-89.2% | $158,950-87.4% |
| Participation rate | 37.5% | 82.3%-44.8pp | 78.0%-40.5pp | 82.0%-44.5pp |
| Annual return | 18.49% | 40.81%-22.3pp | 35.96%-17.5pp | 302.91%-284.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,002 | $6,416-68.8% | $5,633-64.5% | $5,983-66.5% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,248-100.0% |