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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 | $2,937 | $77,920-96.2% | $149,723-98.0% | $75,177-96.1% |
| Participation rate | 57.5% | 65.6%-8.1pp | 78.8%-21.3pp | 67.2%-9.7pp |
| Annual return | 30.51% | 31.72%-1.2pp | 134.50%-104.0pp | 160.75%-130.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,058 | $3,411-69.0% | $5,682-81.4% | $4,126-74.4% |
| Admin fee / account holder | $186 | $5,951-96.9% | $13,215-98.6% | $5,651-96.7% |