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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 | $13,112 | $36,767-64.3% | $81,473-83.9% | $62,293-79.0% |
| Participation rate | 16.2% | 54.4%-38.3pp | 68.0%-51.8pp | 69.5%-53.3pp |
| Annual return | 23.03% | 173.80%-150.8pp | 38.78%-15.8pp | 28.90%-5.9pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $681 | $2,111-67.7% | $3,537-80.7% | $3,169-78.5% |
| Admin fee / account holder | $151 | $797-81.1% | $4,561-96.7% | $479-68.5% |