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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 | $14,570 | $65,027-77.6% | $90,970-84.0% | $79,852-81.8% |
| Participation rate | 46.8% | 61.6%-14.8pp | 69.0%-22.2pp | 69.6%-22.8pp |
| Annual return | 28.55% | 30.45%-1.9pp | 134.58%-106.0pp | 31.72%-3.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,020 | $2,512+20.2% | $3,373-10.5% | $3,740-19.3% |
| Admin fee / account holder | $7 | $4,535-99.8% | $5,960-99.9% | $5,306-99.9% |