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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 | $19,220 | $102,422-81.2% | $147,117-86.9% | $80,959-76.3% |
| Participation rate | 51.5% | 75.9%-24.4pp | 82.2%-30.7pp | 67.7%-16.2pp |
| Annual return | 15.85% | 135.16%-119.3pp | 420.54%-404.7pp | 35.67%-19.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,139 | $6,652-52.8% | $8,065-61.1% | $4,300-27.0% |
| Admin fee / account holder | $45 | $7,953-99.4% | $12,993-99.7% | $6,925-99.4% |