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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 | $14,137 | $103,392-86.3% | $87,104-83.8% | $152,897-90.8% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 37.05% | 28.10%+9.0pp | 28.19%+8.9pp | 345.43%-308.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,093 | $4,778-14.3% | $4,048+1.1% | $5,851-30.0% |
| Admin fee / account holder | $74 | $12,194-99.4% | $7,491-99.0% | $11,599-99.4% |