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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 | $8,159 | $77,920-89.5% | $149,723-94.6% | $75,177-89.1% |
| Participation rate | 19.0% | 65.6%-46.6pp | 78.8%-59.8pp | 67.2%-48.2pp |
| Annual return | 19.47% | 31.72%-12.3pp | 134.50%-115.0pp | 160.75%-141.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,636 | $3,411-52.0% | $5,682-71.2% | $4,126-60.3% |
| Admin fee / account holder | $121 | $5,951-98.0% | $13,215-99.1% | $5,651-97.9% |