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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 | $17,824 | $162,812-89.1% | $133,971-86.7% | $158,966-88.8% |
| Participation rate | 28.6% | 83.2%-54.7pp | 79.8%-51.3pp | 82.0%-53.4pp |
| Annual return | 28.30% | 41.94%-13.6pp | 45.09%-16.8pp | 302.95%-274.6pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,285 | $5,910-61.3% | $5,047-54.7% | $5,983-61.8% |
| Admin fee / account holder | $52 | $11,741-99.6% | $8,929-99.4% | $11,250-99.5% |