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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 | $11,685 | $85,169-86.3% | $172,755-93.2% | $72,983-84.0% |
| Participation rate | 23.2% | 70.1%-46.8pp | 82.6%-59.4pp | 69.5%-46.3pp |
| Annual return | 27.55% | 27.32%+0.2pp | 802.94%-775.4pp | 81.01%-53.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,376 | $3,260-57.8% | $5,198-73.5% | $3,608-61.9% |
| Admin fee / account holder | $296 | $5,880-95.0% | $13,955-97.9% | $5,124-94.2% |