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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 | $5,007 | $55,902-91.0% | $76,030-93.4% | $80,959-93.8% |
| Participation rate | 65.0% | 62.1%+2.9pp | 69.1%-4.1pp | 67.7%-2.7pp |
| Annual return | 11.43% | 20.59%-9.2pp | 361.54%-350.1pp | 35.67%-24.2pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,563 | $3,051-48.8% | $4,257-63.3% | $4,300-63.7% |
| Admin fee / account holder | $176 | $5,239-96.6% | $6,421-97.3% | $6,925-97.5% |