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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 | $2,508 | $48,314-94.8% | $67,561-96.3% | $80,925-96.9% |
| Participation rate | 64.3% | 66.4%-2.1pp | 72.9%-8.6pp | 67.7%-3.4pp |
| Annual return | 12.83% | 18.28%-5.4pp | 3525.44%-3512.6pp | 35.65%-22.8pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $790 | $2,927-73.0% | $4,003-80.3% | $4,299-81.6% |
| Admin fee / account holder | $298 | $3,690-91.9% | $4,006-92.6% | $6,940-95.7% |