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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 | $18,478 | $77,816-76.3% | $123,552-85.0% | $64,173-71.2% |
| Participation rate | 62.7% | 74.7%-12.0pp | 82.3%-19.5pp | 69.6%-6.8pp |
| Annual return | 26.02% | 12.49%+13.5pp | 119.20%-93.2pp | 7.63%+18.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,580 | $5,240+63.7% | $6,426+33.5% | $3,470+147.3% |
| Admin fee / account holder | $221 | $5,519-96.0% | $9,285-97.6% | $4,887-95.5% |