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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 | $4,431 | $79,894-94.5% | $135,792-96.7% | $82,637-94.6% |
| Participation rate | 60.0% | 63.0%-3.0pp | 72.6%-12.6pp | 68.1%-8.1pp |
| Annual return | 20.29% | 17.20%+3.1pp | 25.96%-5.7pp | 53.51%-33.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,496-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,560 | $3,194-51.2% | $4,759-67.2% | $4,126-62.2% |
| Admin fee / account holder | $244 | $6,434-96.2% | $12,266-98.0% | $7,339-96.7% |