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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 | $77,896-94.3% | $134,172-96.7% | $82,448-94.6% |
| Participation rate | 60.0% | 62.8%-2.8pp | 72.5%-12.5pp | 68.1%-8.1pp |
| Annual return | 20.29% | 18.21%+2.1pp | 25.30%-5.0pp | 41.64%-21.3pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,560 | $3,162-50.7% | $4,690-66.7% | $4,139-62.3% |
| Admin fee / account holder | $244 | $6,336-96.1% | $12,016-98.0% | $7,234-96.6% |