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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 | $13,841 | $63,346-78.2% | $92,239-85.0% | $70,124-80.3% |
| Participation rate | 29.7% | 68.7%-39.0pp | 76.5%-46.8pp | 69.5%-39.9pp |
| Annual return | 21.17% | 530.19%-509.0pp | 176.29%-155.1pp | 73.14%-52.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,464 | $2,854-48.7% | $3,897-62.4% | $3,332-56.1% |
| Admin fee / account holder | $242 | $3,841-93.7% | $5,194-95.3% | $4,645-94.8% |