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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 | $16,928 | $89,364-81.1% | $141,177-88.0% | $72,983-76.8% |
| Participation rate | 68.3% | 75.1%-6.8pp | 82.5%-14.2pp | 69.5%-1.2pp |
| Annual return | 115.80% | 111.86%+3.9pp | 71.40%+44.4pp | 81.01%+34.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,140 | $5,419-23.6% | $6,710-38.3% | $3,608+14.8% |
| Admin fee / account holder | $183 | $5,959-96.9% | $10,263-98.2% | $5,124-96.4% |