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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 | $12,127 | $48,364-74.9% | $71,796-83.1% | $62,881-80.7% |
| Participation rate | 22.2% | 60.6%-38.4pp | 69.1%-46.9pp | 69.3%-47.1pp |
| Annual return | 72.54% | 13.16%+59.4pp | 78.04%-5.5pp | 20.14%+52.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,424 | $2,091-31.9% | $2,794-49.1% | $3,203-55.6% |
| Admin fee / account holder | $10 | $3,771-99.7% | $4,815-99.8% | $4,296-99.8% |