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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 | $14,375 | $228,352-93.7% | $185,835-92.3% | $158,966-91.0% |
| Participation rate | 57.9% | 82.3%-24.4pp | 78.0%-20.1pp | 82.0%-24.1pp |
| Annual return | 77.72% | 40.81%+36.9pp | 35.96%+41.8pp | 302.95%-225.2pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,137 | $6,416-35.5% | $5,633-26.6% | $5,983-30.8% |
| Admin fee / account holder | $41 | $11,867-99.7% | $9,502-99.6% | $11,250-99.6% |