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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 | $9,634 | $62,672-84.6% | $185,117-94.8% | $70,126-86.3% |
| Participation rate | 65.3% | 63.8%+1.5pp | 77.3%-12.0pp | 69.5%-4.3pp |
| Annual return | 25.25% | 40.79%-15.5pp | 40.50%-15.2pp | 73.15%-47.9pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,511 | $3,272+7.3% | $5,045-30.4% | $3,332+5.4% |
| Admin fee / account holder | $56 | $3,932-98.6% | $8,159-99.3% | $4,645-98.8% |