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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 | $16,309 | $65,361-75.0% | $92,903-82.4% | $72,983-77.7% |
| Participation rate | 29.3% | 68.3%-39.0pp | 76.0%-46.7pp | 69.5%-40.2pp |
| Annual return | 52.98% | 42.11%+10.9pp | 109.43%-56.4pp | 81.01%-28.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,312 | $3,128-58.1% | $4,238-69.0% | $3,608-63.6% |
| Admin fee / account holder | $250 | $4,251-94.1% | $5,795-95.7% | $5,124-95.1% |