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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 | $3,007 | $48,337-93.8% | $67,560-95.5% | $80,959-96.3% |
| Participation rate | 67.9% | 66.4%+1.4pp | 72.9%-5.1pp | 67.7%+0.2pp |
| Annual return | 14.63% | 18.26%-3.6pp | 3533.50%-3518.9pp | 35.67%-21.0pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,576 | $2,928-46.2% | $4,004-60.6% | $4,300-63.4% |
| Admin fee / account holder | $28 | $3,695-99.2% | $3,994-99.3% | $6,925-99.6% |