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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 | $20,507 | $86,298-76.2% | $111,308-81.6% | $85,847-76.1% |
| Participation rate | 46.4% | 73.3%-26.9pp | 77.3%-30.9pp | 69.3%-22.9pp |
| Annual return | 20.24% | 19.99%+0.3pp | 54.67%-34.4pp | 318.61%-298.4pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,558 | $3,641-2.3% | $4,487-20.7% | $3,952-10.0% |
| Admin fee / account holder | $291 | $8,189-96.4% | $7,965-96.3% | $6,261-95.4% |