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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 | $5,403 | $45,123-88.0% | $85,240-93.7% | $74,478-92.7% |
| Participation rate | 29.4% | 49.4%-19.9pp | 67.5%-38.1pp | 67.2%-37.8pp |
| Annual return | 16.23% | 26.32%-10.1pp | 66.75%-50.5pp | 1370.56%-1354.3pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $768 | $2,736-71.9% | $4,527-83.0% | $4,350-82.3% |
| Admin fee / account holder | $266 | $2,215-88.0% | $6,165-95.7% | $1,946-86.3% |