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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 | $17,420 | $112,935-84.6% | $90,970-80.9% | $158,966-89.0% |
| Participation rate | 21.1% | 74.7%-53.7pp | 69.0%-48.0pp | 82.0%-60.9pp |
| Annual return | 20.17% | 215.79%-195.6pp | 134.58%-114.4pp | 302.95%-282.8pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,364 | $4,129-67.0% | $3,373-59.6% | $5,983-77.2% |
| Admin fee / account holder | $130 | $8,045-98.4% | $5,960-97.8% | $11,250-98.8% |