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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 | $3,421 | $48,053-92.9% | $84,623-96.0% | $72,983-95.3% |
| Participation rate | 35.4% | 57.6%-22.2pp | 68.2%-32.8pp | 69.5%-34.1pp |
| Annual return | 26.02% | 37.39%-11.4pp | 258.77%-232.8pp | 81.01%-55.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,971 | $2,681-26.5% | $3,899-49.4% | $3,608-45.4% |
| Admin fee / account holder | $113 | $3,395-96.7% | $4,913-97.7% | $5,124-97.8% |