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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 | $18,330 | $73,978-75.2% | $96,515-81.0% | $75,173-75.6% |
| Participation rate | 20.0% | 66.4%-46.4pp | 74.3%-54.3pp | 67.2%-47.2pp |
| Annual return | 24.66% | 26.72%-2.1pp | 35.73%-11.1pp | 160.72%-136.1pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,047 | $3,660-44.1% | $4,880-58.0% | $4,126-50.4% |
| Admin fee / account holder | $114 | $5,219-97.8% | $6,735-98.3% | $5,651-98.0% |