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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 | $16,941 | $125,184-86.5% | $105,607-84.0% | $145,884-88.4% |
| Participation rate | 45.0% | 77.6%-32.6pp | 75.3%-30.3pp | 80.3%-35.3pp |
| Annual return | 21.13% | 225.00%-203.9pp | 116.11%-95.0pp | 551.85%-530.7pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,284 | $5,714-42.5% | $5,011-34.5% | $6,690-50.9% |
| Admin fee / account holder | $58 | $17,133-99.7% | $10,958-99.5% | $13,392-99.6% |