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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 | $29,051-95.5% | $52,425-97.5% | $67,986-98.1% |
| Participation rate | 48.5% | 30.4%+18.0pp | 55.6%-7.2pp | 57.2%-8.7pp |
| Annual return | 26.91% | 24.00%+2.9pp | 302.12%-275.2pp | 31.67%-4.8pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $384 | $873-56.0% | $1,790-78.6% | $3,358-88.6% |
| Admin fee / account holder | $159 | $2,113-92.5% | $2,495-93.6% | $3,203-95.0% |