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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 | $10,280 | $104,694-90.2% | $85,709-88.0% | $167,536-93.9% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.9%-19.9pp | 82.1%-32.1pp |
| Annual return | 18.70% | 21.45%-2.7pp | 21.49%-2.8pp | 478.82%-460.1pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,619-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,762 | $4,826-42.8% | $3,924-29.6% | $6,342-56.4% |
| Admin fee / account holder | $36 | $10,035-99.6% | $6,876-99.5% | $12,315-99.7% |