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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 | $17,028 | $117,829-85.5% | $102,423-83.4% | $145,877-88.3% |
| Participation rate | 35.0% | 78.6%-43.6pp | 76.5%-41.5pp | 80.3%-45.3pp |
| Annual return | 20.30% | 31.83%-11.5pp | 29.42%-9.1pp | 551.28%-531.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,813 | $5,732-33.5% | $5,054-24.6% | $6,691-43.0% |
| Admin fee / account holder | $72 | $13,335-99.5% | $9,455-99.2% | $13,402-99.5% |