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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 | $12,575 | $94,031-86.6% | $115,768-89.1% | $82,448-84.7% |
| Participation rate | 30.2% | 70.4%-40.2pp | 74.4%-44.2pp | 68.1%-37.8pp |
| Annual return | 47.61% | 20.61%+27.0pp | 100.46%-52.8pp | 41.64%+6.0pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,418 | $3,972-39.1% | $4,917-50.8% | $4,139-41.6% |
| Admin fee / account holder | $12 | $10,249-99.9% | $12,439-99.9% | $7,234-99.8% |