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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 | $10,008 | $65,361-84.7% | $92,903-89.2% | $72,983-86.3% |
| Participation rate | 37.0% | 68.3%-31.3pp | 76.0%-39.0pp | 69.5%-32.4pp |
| Annual return | 49.23% | 42.11%+7.1pp | 109.43%-60.2pp | 81.01%-31.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,952 | $3,128-37.6% | $4,238-53.9% | $3,608-45.9% |
| Admin fee / account holder | $4 | $4,251-99.9% | $5,795-99.9% | $5,124-99.9% |