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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 | $45,119-88.0% | $85,126-93.7% | $74,429-92.7% |
| Participation rate | 29.4% | 49.4%-19.9pp | 67.5%-38.1pp | 67.2%-37.8pp |
| Annual return | 16.23% | 26.28%-10.0pp | 66.63%-50.4pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $768 | $2,738-71.9% | $4,523-83.0% | $4,348-82.3% |
| Admin fee / account holder | $266 | $2,214-88.0% | $6,160-95.7% | $1,944-86.3% |