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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 | $10,123 | $105,929-90.4% | $81,926-87.6% | $158,950-93.6% |
| Participation rate | 40.0% | 75.6%-35.6pp | 72.0%-32.0pp | 82.0%-42.0pp |
| Annual return | 41.07% | 38.19%+2.9pp | 29.49%+11.6pp | 302.91%-261.8pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,478 | $13,007-80.9% | $7,108-65.1% | $5,983-58.6% |
| Admin fee / account holder | $52 | $8,492-99.4% | $5,159-99.0% | $11,248-99.5% |