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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 | $10,191 | $42,546-76.0% | $71,796-85.8% | $55,167-81.5% |
| Participation rate | 25.5% | 59.1%-33.6pp | 69.1%-43.6pp | 69.0%-43.5pp |
| Annual return | 9.10% | 12.36%-3.3pp | 78.04%-68.9pp | 169.23%-160.1pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,562 | $2,064-24.3% | $2,794-44.1% | $3,054-48.9% |
| Admin fee / account holder | $204 | $650-68.6% | $4,815-95.8% | $504-59.5% |