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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 | $12,721 | $62,592-79.7% | $85,693-85.2% | $85,856-85.2% |
| Participation rate | 27.5% | 61.1%-33.7pp | 69.9%-42.4pp | 69.3%-41.9pp |
| Annual return | 15.01% | 23.77%-8.8pp | 21.49%-6.5pp | 318.58%-303.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,055 | $2,802-62.3% | $3,923-73.1% | $3,952-73.3% |
| Admin fee / account holder | $203 | $4,643-95.6% | $6,874-97.1% | $6,261-96.8% |