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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 | $26,846 | $197,637-86.4% | $177,848-84.9% | $158,982-83.1% |
| Participation rate | 38.5% | 88.5%-50.1pp | 87.7%-49.3pp | 82.0%-43.5pp |
| Annual return | 31.58% | 58.77%-27.2pp | 48.33%-16.7pp | 302.99%-271.4pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,481 | $8,405-46.7% | $7,714-41.9% | $5,983-25.1% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |