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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 | $3,943 | $41,016-90.4% | $152,093-97.4% | $64,097-93.8% |
| Participation rate | 46.3% | 51.3%-5.1pp | 77.8%-31.5pp | 55.2%-8.9pp |
| Annual return | 24.42% | 39.60%-15.2pp | 66.36%-41.9pp | 34.64%-10.2pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $734 | $1,927-61.9% | $5,451-86.5% | $3,080-76.2% |
| Admin fee / account holder | $31 | $2,305-98.7% | $14,497-99.8% | $3,454-99.1% |