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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 | $11,061 | $111,787-90.1% | $93,681-88.2% | $145,978-92.4% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 15.08% | 203.52%-188.4pp | 133.47%-118.4pp | 550.52%-535.4pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,559 | $4,918-68.3% | $4,415-64.7% | $6,690-76.7% |
| Admin fee / account holder | $65 | $10,256-99.4% | $8,290-99.2% | $13,400-99.5% |