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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 | $3,925 | $106,267-96.3% | $96,520-95.9% | $139,456-97.2% |
| Participation rate | 56.5% | 77.8%-21.3pp | 74.3%-17.8pp | 80.3%-23.8pp |
| Annual return | 17.85% | 38.45%-20.6pp | 35.72%-17.9pp | 373.45%-355.6pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,679 | $5,454-69.2% | $4,879-65.6% | $6,711-75.0% |
| Admin fee / account holder | $297 | $7,882-96.2% | $6,733-95.6% | $11,407-97.4% |