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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 | $22,652 | $94,436-76.0% | $115,599-80.4% | $82,637-72.6% |
| Participation rate | 48.0% | 70.4%-22.4pp | 74.3%-26.3pp | 68.1%-20.1pp |
| Annual return | 23.15% | 18.37%+4.8pp | 111.10%-87.9pp | 53.51%-30.4pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,434 | $3,955-13.2% | $4,889-29.8% | $4,126-16.8% |
| Admin fee / account holder | $77 | $10,328-99.2% | $12,841-99.4% | $7,339-98.9% |