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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 | $4,423 | $57,590-92.3% | $86,233-94.9% | $82,448-94.6% |
| Participation rate | 65.7% | 57.9%+7.8pp | 69.0%-3.3pp | 68.1%-2.4pp |
| Annual return | 23.04% | 22.41%+0.6pp | 61.39%-38.4pp | 41.64%-18.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $975 | $3,080-68.4% | $4,559-78.6% | $4,139-76.5% |
| Admin fee / account holder | $90 | $4,730-98.1% | $8,342-98.9% | $7,234-98.8% |