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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 | $8,676 | $77,920-88.9% | $149,723-94.2% | $75,177-88.5% |
| Participation rate | 45.1% | 65.6%-20.5pp | 78.8%-33.7pp | 67.2%-22.1pp |
| Annual return | 25.44% | 31.72%-6.3pp | 134.50%-109.1pp | 160.75%-135.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,595 | $3,411-23.9% | $5,682-54.3% | $4,126-37.1% |
| Admin fee / account holder | $173 | $5,951-97.1% | $13,215-98.7% | $5,651-96.9% |