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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 | $13,268 | $82,032-83.8% | $123,106-89.2% | $59,632-77.7% |
| Participation rate | 29.0% | 83.2%-54.2pp | 86.8%-57.8pp | 68.7%-39.7pp |
| Annual return | 53.94% | 5.12%+48.8pp | 13.22%+40.7pp | 2041.32%-1987.4pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,973 | $4,667-36.3% | $6,229-52.3% | $3,192-6.9% |
| Admin fee / account holder | $61 | $5,881-99.0% | $9,015-99.3% | $4,297-98.6% |