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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 | $19,109 | $58,778-67.5% | $129,295-85.2% | $77,671-75.4% |
| Participation rate | 22.1% | 59.2%-37.1pp | 69.6%-47.5pp | 70.6%-48.4pp |
| Annual return | 21.29% | 24.73%-3.4pp | 9429.28%-9408.0pp | 31.21%-9.9pp |
| Employer contribution / active EE | $0 | $1,952-100.0% | $4,157-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,815 | $3,212-43.5% | $4,169-56.5% | $4,648-61.0% |
| Admin fee / account holder | $66 | $589-88.9% | $7,665-99.1% | $430-84.7% |