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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 | $10,704 | $98,766-89.2% | $149,730-92.9% | $79,852-86.6% |
| Participation rate | 48.4% | 75.8%-27.4pp | 82.5%-34.1pp | 69.6%-21.3pp |
| Annual return | 29.96% | 27.43%+2.5pp | 276.70%-246.7pp | 31.72%-1.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,053 | $5,681-46.3% | $6,843-55.4% | $3,740-18.4% |
| Admin fee / account holder | $7 | $6,052-99.9% | $9,310-99.9% | $5,306-99.9% |