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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 | $16,356 | $148,623-89.0% | $135,974-88.0% | $139,466-88.3% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 27.05% | 79.30%-52.3pp | 68.30%-41.3pp | 373.66%-346.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,988 | $8,103-63.1% | $7,760-61.5% | $6,712-55.5% |
| Admin fee / account holder | $51 | $12,406-99.6% | $10,767-99.5% | $11,409-99.6% |