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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 | $1,295 | $31,105-95.8% | $53,647-97.6% | $64,097-98.0% |
| Participation rate | 48.5% | 30.7%+17.8pp | 56.3%-7.8pp | 55.2%-6.7pp |
| Annual return | 26.91% | 22.54%+4.4pp | 358.33%-331.4pp | 34.64%-7.7pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $384 | $896-57.2% | $1,813-78.8% | $3,080-87.5% |
| Admin fee / account holder | $159 | $2,195-92.7% | $2,460-93.5% | $3,454-95.4% |