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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 | $12,829 | $152,592-91.6% | $125,180-89.8% | $152,885-91.6% |
| Participation rate | 22.2% | 83.3%-61.1pp | 79.8%-57.6pp | 82.5%-60.2pp |
| Annual return | 46.31% | 54.84%-8.5pp | 43.79%+2.5pp | 345.39%-299.1pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,034 | $5,868-31.3% | $4,937-18.3% | $5,851-31.0% |
| Admin fee / account holder | $84 | $13,435-99.4% | $9,703-99.1% | $11,598-99.3% |