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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 | $15,671 | $98,240-84.0% | $82,313-81.0% | $147,585-89.4% |
| Participation rate | 44.4% | 79.7%-35.3pp | 76.9%-32.4pp | 82.8%-38.4pp |
| Annual return | 17.42% | 30.85%-13.4pp | 25.88%-8.5pp | 578.57%-561.1pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,103 | $4,383-52.0% | $3,706-43.2% | $5,439-61.3% |
| Admin fee / account holder | $115 | $8,563-98.7% | $5,608-97.9% | $10,885-98.9% |