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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 | $10,985 | $51,466-78.7% | $78,778-86.1% | $62,293-82.4% |
| Participation rate | 16.0% | 59.8%-43.8pp | 69.2%-53.2pp | 69.5%-53.5pp |
| Annual return | 37.36% | 19.96%+17.4pp | 35.62%+1.7pp | 28.90%+8.5pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,217 | $2,147-43.3% | $2,958-58.9% | $3,169-61.6% |
| Admin fee / account holder | $74 | $489-84.8% | $5,134-98.6% | $479-84.5% |