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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 | $10,284 | $63,861-83.9% | $104,614-90.2% | $79,858-87.1% |
| Participation rate | 59.7% | 64.9%-5.2pp | 74.1%-14.4pp | 69.6%-9.9pp |
| Annual return | 48.67% | 21.30%+27.4pp | 340.56%-291.9pp | 31.72%+17.0pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,375 | $2,693+25.3% | $3,739-9.7% | $3,740-9.8% |
| Admin fee / account holder | $81 | $4,185-98.1% | $6,464-98.7% | $5,306-98.5% |