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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 | $17,623 | $117,846-85.0% | $102,434-82.8% | $145,884-87.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 13.45% | 31.90%-18.4pp | 29.46%-16.0pp | 551.85%-538.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,016 | $5,733-64.8% | $5,055-60.1% | $6,690-69.9% |
| Admin fee / account holder | $67 | $13,356-99.5% | $9,462-99.3% | $13,392-99.5% |