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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 | $13,506 | $72,486-81.4% | $87,103-84.5% | $72,976-81.5% |
| Participation rate | 41.5% | 72.8%-31.3pp | 76.9%-35.4pp | 69.5%-28.0pp |
| Annual return | 131.17% | 24.46%+106.7pp | 28.19%+103.0pp | 81.02%+50.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,990 | $3,270+22.0% | $4,049-1.4% | $3,608+10.6% |
| Admin fee / account holder | $143 | $5,055-97.2% | $7,491-98.1% | $5,124-97.2% |