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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 | $20,183 | $81,487-75.2% | $102,412-80.3% | $80,935-75.1% |
| Participation rate | 0.0% | 66.8%-66.8pp | 74.5%-74.5pp | 67.7%-67.7pp |
| Annual return | 13.42% | 25.60%-12.2pp | 24.94%-11.5pp | 35.66%-22.2pp |
| Employer contribution / active EE | $861 | $3,103-72.2% | $3,870-77.7% | $2,757-68.8% |
| Participant deferral / active EE | $2,226 | $3,871-42.5% | $5,060-56.0% | $4,299-48.2% |
| Admin fee / account holder | $192 | $6,717-97.1% | $8,388-97.7% | $6,924-97.2% |