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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 | $3,427 | $75,541-95.5% | $152,093-97.7% | $82,637-95.9% |
| Participation rate | 59.6% | 66.5%-6.9pp | 77.8%-18.1pp | 68.1%-8.4pp |
| Annual return | 21.30% | 32.56%-11.3pp | 66.36%-45.1pp | 53.51%-32.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $892 | $3,206-72.2% | $5,451-83.6% | $4,126-78.4% |
| Admin fee / account holder | $227 | $6,405-96.5% | $14,497-98.4% | $7,339-96.9% |