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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 | $14,749 | $89,367-83.5% | $141,191-89.6% | $72,975-79.8% |
| Participation rate | 68.0% | 75.1%-7.1pp | 82.5%-14.5pp | 69.5%-1.5pp |
| Annual return | 40.03% | 111.87%-71.8pp | 71.41%-31.4pp | 81.01%-41.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,231 | $5,419+15.0% | $6,710-7.1% | $3,608+72.7% |
| Admin fee / account holder | $52 | $5,957-99.1% | $10,264-99.5% | $5,124-99.0% |