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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 | $14,266 | $76,551-81.4% | $123,894-88.5% | $62,881-77.3% |
| Participation rate | 51.9% | 73.0%-21.1pp | 81.4%-29.5pp | 69.3%-17.4pp |
| Annual return | 87.87% | 18.68%+69.2pp | 47.52%+40.4pp | 20.14%+67.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,118 | $4,840-14.9% | $5,984-31.2% | $3,203+28.6% |
| Admin fee / account holder | $227 | $4,826-95.3% | $8,357-97.3% | $4,296-94.7% |