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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 | $18,441 | $102,429-82.0% | $147,096-87.5% | $80,925-77.2% |
| Participation rate | 48.9% | 75.9%-26.9pp | 82.2%-33.2pp | 67.7%-18.7pp |
| Annual return | 16.69% | 135.02%-118.3pp | 419.75%-403.1pp | 35.65%-19.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,138 | $6,649-52.8% | $8,071-61.1% | $4,299-27.0% |
| Admin fee / account holder | $143 | $7,957-98.2% | $13,005-98.9% | $6,940-97.9% |